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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
651
Evoke Wealth
California
$169K – – –
PMFA
652
Plante Moran Financial Advisors
Michigan
$163K +$4.51K +47 +3%
JGIA
653
Jackson Grant Investment Advisers
Connecticut
$158K +$575 +6 +0.3%
AA
654
Ancora Advisors
Ohio
$156K +$168K +1,755 New
RA
655
Rise Advisors
New York
$154K +$6.9K +72 +4%
LC
656
Lindbrook Capital
California
$146K – – –
AWM
657
AllSquare Wealth Management
New York
$144K – – –
FPS
658
Fieldpoint Private Securities
Connecticut
$144K – – –
LPIC
659
LeJeune Puetz Investment Counsel
Michigan
$142K – – –
COCM
660
Charter Oak Capital Management
New Hampshire
$141K +$192 +2 +0.1%
PA
661
PSI Advisors
Florida
$139K -$4.79K -50 -3%
TCOV
662
Trust Company of Vermont
Vermont
$138K +$148K +1,546 New
PP
663
PFS Partners
New Jersey
$137K – – –
BTI
664
Blue Trust Inc
Georgia
$136K +$128K +1,330 New
FCG
665
Financial Connections Group
California
$132K +$105K +1,090 +273%
CCM
666
Covington Capital Management
California
$124K -$15.3K -160 -10%
AIC
667
Archer Investment Corporation
Indiana
$117K – – –
IRAG
668
Investment Research & Advisory Group
Georgia
$115K – – –
HPC
669
HM Payson & Co
Maine
$107K +$115K +1,198 New
CG
670
Cutler Group
California
$106K – – –
LWANC
671
Laurel Wealth Advisors (North Carolina)
North Carolina
$105K – – –
AR
672
Apeiron RIA
Texas
$99K +$1.06M +11,100 New
DSC
673
Duncker Streett & Co
Missouri
$98K – – –
GWM
674
Geneos Wealth Management
Colorado
$94K -$15K -156 -13%
WWP
675
WR Wealth Planners
Missouri
$92.9K -$26.1K -272 -21%
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