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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
626
Arcadia Investment Advisors
Idaho
$150K -$34.3K -325 -17%
VWA
627
VSM Wealth Advisory
Maryland
$149K +$211 +2 +0.1%
WCM
628
Winthrop Capital Management
Indiana
$149K – – –
NAAA
629
New Age Alpha Advisors
New York
$146K +$158K +1,500 New
FLP
630
Financial Life Planners
Arizona
$144K -$22.1K -209 -12%
WIM
631
Westside Investment Management
California
$139K -$52.9K -501 -26%
HI
632
Horizon Investments
North Carolina
$138K -$37.6K -356 -20%
ACA
633
Aptus Capital Advisors
Alabama
$135K +$55K +521 +60%
RA
634
Rise Advisors
New York
$132K +$528 +5 +0.4%
AIC
635
Archer Investment Corporation
Indiana
$127K -$2.53K -24 -2%
IRAG
636
Investment Research & Advisory Group
Georgia
$126K – – –
DWM
637
Dogwood Wealth Management
Kansas
$125K +$106 +1 +0.1%
SIC
638
Salem Investment Counselors
North Carolina
$124K +$43.6K +413 +48%
AP
639
Atwood & Palmer
Missouri
$124K – – –
LI
640
LRI Investments
Florida
$123K – – –
CWM
641
Copia Wealth Management
Oregon
$122K +$3.27K +31 +3%
HCM
642
Hollencrest Capital Management
California
$122K – – –
EPW
643
Evergreen Private Wealth
Colorado
$118K -$7.81K -74 -6%
WB
644
Webster Bank
Connecticut
$117K – – –
HPC
645
HM Payson & Co
Maine
$117K – – –
LWANC
646
Laurel Wealth Advisors (North Carolina)
North Carolina
$115K – – –
BTI
647
Blue Trust Inc
Georgia
$115K – – –
LAMC
648
Longview Asset Management (California)
California
$114K – – –
GWM
649
Geneos Wealth Management
Colorado
$111K +$52.5K +498 +78%
DSC
650
Duncker Streett & Co
Missouri
$107K – – –
24 25
26
27 28