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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
626
VSM Wealth Advisory
Maryland
$149K +$211 +2 +0.1%
WCM
627
Winthrop Capital Management
Indiana
$149K – – –
NAAA
628
New Age Alpha Advisors
New York
$146K +$158K +1,500 New
FLP
629
Financial Life Planners
Arizona
$144K -$22.1K -209 -12%
WIM
630
Westside Investment Management
California
$139K -$52.9K -501 -26%
HI
631
Horizon Investments
North Carolina
$138K -$37.6K -356 -20%
ACA
632
Aptus Capital Advisors
Alabama
$135K +$55K +521 +60%
RA
633
Rise Advisors
New York
$132K +$528 +5 +0.4%
AIC
634
Archer Investment Corporation
Indiana
$127K -$2.53K -24 -2%
IRAG
635
Investment Research & Advisory Group
Georgia
$126K – – –
DWM
636
Dogwood Wealth Management
Kansas
$125K +$106 +1 +0.1%
SIC
637
Salem Investment Counselors
North Carolina
$124K +$43.6K +413 +48%
AP
638
Atwood & Palmer
Missouri
$124K – – –
LI
639
LRI Investments
Florida
$123K – – –
CWM
640
Copia Wealth Management
Oregon
$122K +$3.27K +31 +3%
HCM
641
Hollencrest Capital Management
California
$122K – – –
EPW
642
Evergreen Private Wealth
Colorado
$118K -$7.81K -74 -6%
WB
643
Webster Bank
Connecticut
$117K – – –
HPC
644
HM Payson & Co
Maine
$117K – – –
LWANC
645
Laurel Wealth Advisors (North Carolina)
North Carolina
$115K – – –
BTI
646
Blue Trust Inc
Georgia
$115K – – –
LAMC
647
Longview Asset Management (California)
California
$114K – – –
GWM
648
Geneos Wealth Management
Colorado
$111K +$52.5K +498 +78%
DSC
649
Duncker Streett & Co
Missouri
$107K – – –
AT
650
Arlington Trust
Alabama
$106K – – –
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