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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
676
Copia Wealth Management
Oregon
$143K – – –
GWM
677
Geneos Wealth Management
Colorado
$143K -$17.7K -158 -11%
HCM
678
Hollencrest Capital Management
California
$142K – – –
HPC
679
HM Payson & Co
Maine
$142K +$5.6K +50 +4%
CT
680
Coastline Trust
Rhode Island
$141K – – –
WIM
681
Westside Investment Management
California
$138K +$560 +5 +0.4%
PTC
682
Private Trust Company
Ohio
$137K -$506K -4,515 -79%
HAP
683
Harbor Asset Planning
Massachusetts
$136K -$7.29K -65 -5%
LWANC
684
Laurel Wealth Advisors (North Carolina)
North Carolina
$135K +$133K +1,185 New
EPW
685
Evergreen Private Wealth
Colorado
$133K -$7.17K -64 -5%
LAMC
686
Longview Asset Management (California)
California
$133K – – –
AA
687
Ancora Advisors
Ohio
$130K – – –
SWM
688
SHP Wealth Management
Massachusetts
$127K +$125K +1,118 New
GTAM
689
Global Trust Asset Management
Florida
$120K -$141K -1,260 -54%
HI
690
Horizon Investments
North Carolina
$120K -$10.6K -95 -8%
CI
691
Cordant Inc
Oregon
$112K – – –
WA
692
Walsh & Associates
Florida
$111K +$109K +975 New
NEWAS
693
N.E.W. Advisory Services
Wisconsin
$111K – – –
FHA
694
Flagship Harbor Advisors
Massachusetts
$107K +$105K +939 New
DSC
695
Duncker Streett & Co
Missouri
$105K – – –
AT
696
Arlington Trust
Alabama
$104K +$18.5K +165 +22%
GEA
697
Glen Eagle Advisors
New Jersey
$94.4K -$1.68K -15 -2%
PGAM
698
Princeton Global Asset Management
New Jersey
$94.3K +$20.7K +185 +29%
T
699
Tidemark
California
$93.3K – – –
HHCP
700
Hilton Head Capital Partners
South Carolina
$92.9K +$91.6K +817 New
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