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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
676
Carmichael Hill & Associates
Maryland
$9K – – –
WAM
677
Worth Asset Management
Texas
$9K – – –
OHWP
678
Oak Harbor Wealth Partners
North Carolina
$8K -$9.99K -108 -52%
MRCM
679
M&R Capital Management
New Jersey
$8K – – –
RP
680
Rice Partnership
Hawaii
$8K – – –
MIM
681
MTM Investment Management
South Carolina
$7K – – –
TFGT
682
TS Financial Group (TSFG)
Illinois
$6K – – –
MCC
683
Money Concepts Capital
Florida
$5K -$62K -670 -92%
BA
684
Ballast Advisors
Minnesota
$5K – – –
SWM
685
Sugarloaf Wealth Management
Georgia
$5K – – –
MW
686
Milestone Wealth
New York
$4K -$463 -5 -9%
AWM
687
Accel Wealth Management
Iowa
$4K – – –
BONH
688
Bank of New Hampshire
New Hampshire
$4K – – –
FWM
689
Focused Wealth Management
New York
$4K – – –
SIS
690
Sound Income Strategies
Florida
$4K – – –
EWM
691
EPG Wealth Management
Georgia
$4K +$4.63K +50 New
SMG
692
Spectrum Management Group
Indiana
$3K -$2.49M -26,888 -100%
OLVIG
693
Oliver Lagore Vanvalin Investment Group
Michigan
$3K -$218K -2,357 -98%
TFP
694
Tilia Fiduciary Partners
North Carolina
$3K -$1.94K -21 -37%
WFA
695
WestHill Financial Advisors
California
$3K – – –
GWSG
696
GPS Wealth Strategies Group
Colorado
$3K +$2.87K +31 New
BWS
697
BCR Wealth Strategies
Alabama
$2K – – –
LDFR
698
Lehman & Derafelo Financial Resources
Pennsylvania
$2K – – –
CBT
699
Central Bank & Trust
Kentucky
$2K +$2.22K +24 New
UFF
700
USA Financial Formulas
Michigan
$1K -$9.53K -103 -89%
26 27
28
29 30