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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
651
Plante Moran Financial Advisors
Michigan
$163K +$4.51K +47 +3%
JGIA
652
Jackson Grant Investment Advisers
Connecticut
$158K +$575 +6 +0.3%
AA
653
Ancora Advisors
Ohio
$156K +$168K +1,755 New
RA
654
Rise Advisors
New York
$154K +$6.9K +72 +4%
LC
655
Lindbrook Capital
California
$146K – – –
AWM
656
AllSquare Wealth Management
New York
$144K – – –
FPS
657
Fieldpoint Private Securities
Connecticut
$144K – – –
LPIC
658
LeJeune Puetz Investment Counsel
Michigan
$142K – – –
COCM
659
Charter Oak Capital Management
New Hampshire
$141K +$192 +2 +0.1%
PA
660
PSI Advisors
Florida
$139K -$4.79K -50 -3%
TCOV
661
Trust Company of Vermont
Vermont
$138K +$148K +1,546 New
PP
662
PFS Partners
New Jersey
$137K – – –
BTI
663
Blue Trust Inc
Georgia
$136K +$128K +1,330 New
FCG
664
Financial Connections Group
California
$132K +$105K +1,090 +273%
CCM
665
Covington Capital Management
California
$124K -$15.3K -160 -10%
AIC
666
Archer Investment Corporation
Indiana
$117K – – –
IRAG
667
Investment Research & Advisory Group
Georgia
$115K – – –
HPC
668
HM Payson & Co
Maine
$107K +$115K +1,198 New
CG
669
Cutler Group
California
$106K – – –
LWANC
670
Laurel Wealth Advisors (North Carolina)
North Carolina
$105K – – –
AR
671
Apeiron RIA
Texas
$99K +$1.06M +11,100 New
DSC
672
Duncker Streett & Co
Missouri
$98K – – –
GWM
673
Geneos Wealth Management
Colorado
$94K -$15K -156 -13%
WWP
674
WR Wealth Planners
Missouri
$92.9K -$26.1K -272 -21%
CI
675
Cordant Inc
Oregon
$88K – – –
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