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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
651
Harbor Investment Advisory
Maryland
$12K – – –
CHA
652
Carmichael Hill & Associates
Maryland
$12K +$11.5K +110 New
CP
653
Castleview Partners
Texas
$12K +$12.1K +116 New
FCA
654
FinTrust Capital Advisors
South Carolina
$11K – – –
RP
655
Rice Partnership
Hawaii
$11K – – –
MRCM
656
M&R Capital Management
New Jersey
$10K – – –
BA
657
Ballast Advisors
Minnesota
$9K -$6.48K -62 -42%
MIM
658
MTM Investment Management
South Carolina
$9K – – –
TFO
659
Tarbox Family Office
California
$9K – – –
MCM
660
MV Capital Management
Maryland
$8K – – –
UFF
661
USA Financial Formulas
Michigan
$8K – – –
TAM
662
Tucker Asset Management
Colorado
$6.54K +$6.48K +62 New
CBT
663
CoreFirst Bank & Trust
Kansas
$6K – – –
AWM
664
Accel Wealth Management
Iowa
$5K – – –
BWL
665
Bogart Wealth LLC
Virginia
$5K – – –
DWMG
666
DB Wealth Management Group
California
$5K – – –
HI
667
Hudock Inc
Pennsylvania
$5K – – –
RIA
668
RPG Investment Advisory
California
$5K – – –
SWM
669
Sugarloaf Wealth Management
Georgia
$5K +$5.12K +49 +4,900%
FWM
670
Focused Wealth Management
New York
$5K +$5.23K +50 New
NFSG
671
Newbridge Financial Services Group
Florida
$4K -$18.4K -176 -84%
BMD
672
Better Money Decisions
New Mexico
$4K – – –
LDFR
673
Lehman & Derafelo Financial Resources
Pennsylvania
$4K – – –
YAL
674
Your Advocates Ltd
Texas
$3K -$2.61K -25 -50%
PP
675
Pacifica Partners
Canada
$3K – – –
25 26
27
28 29