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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
DPI
701
Diversified Portfolios Inc
Michigan
$204K +$193K +1,496 New
APW
702
Axim Planning & Wealth
Ohio
$203K +$191K +1,482 New
CWP
703
Corepath Wealth Partners
Arizona
$202K -$26.1K -202 -12%
AFA
704
Allium Financial Advisors
Oregon
$202K +$191K +1,481 New
FIB
705
First Interstate Bank
Montana
$202K +$190K +1,476 New
SA
706
Sunesis Advisors
Kansas
$201K +$190K +1,474 New
EGA
707
E&G Advisors
Texas
$201K +$190K +1,470 New
TPA
708
Trivium Point Advisory
Connecticut
$201K +$189K +1,467 New
FCBT
709
First Citizens Bank & Trust
North Carolina
$201K +$189K +1,467 New
W
710
Wealthquest
Ohio
$200K +$189K +1,463 New
DWM
711
Dogwood Wealth Management
Kansas
$199K +$129 +1 +0.1%
SIM
712
Synergy Investment Management
Florida
$199K – – –
GI
713
GAMMA Investing
California
$194K +$80.2K +622 +78%
CT
714
Coastline Trust
Rhode Island
$192K -$1.94K -15 -1%
MA
715
Montag & Associates
Georgia
$187K -$6.45K -50 -4%
WIM
716
Westside Investment Management
California
$185K +$645 +5 +0.4%
AIC
717
Archer Investment Corporation
Indiana
$184K +$8K +62 +5%
OC
718
Oakworth Capital
Alabama
$180K – – –
AP
719
Atwood & Palmer
Missouri
$174K – – –
CWM
720
Copia Wealth Management
Oregon
$172K – – –
FLP
721
Financial Life Planners
Arizona
$171K +$645 +5 +0.4%
HPC
722
HM Payson & Co
Maine
$171K – – –
IIL
723
Insight Inv LLC
California
$169K -$38.6K -299 -19%
NB
724
NBT Bank
New York
$167K -$66.8K -518 -30%
PTC
725
Private Trust Company
Ohio
$165K – – –
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