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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
DHGWA
701
Dixon Hughes Goodman Wealth Advisors
North Carolina
$15K +$15.3K +150 New
ME
702
McIlrath & Eck
Washington
$13K -$1.22K -12 -9%
BWL
703
Bogart Wealth LLC
Virginia
$13K – – –
MWM
704
Mascoma Wealth Management
New Hampshire
$12K – – –
TAM
705
Tucker Asset Management
Colorado
$11.3K +$11.1K +109 +10,900%
CHA
706
Carmichael Hill & Associates
Maryland
$11K – – –
FCA
707
FinTrust Capital Advisors
South Carolina
$11K – – –
BWM
708
Baystate Wealth Management
Massachusetts
$11K +$10.5K +103 New
MRCM
709
M&R Capital Management
New Jersey
$10K – – –
RP
710
Rice Partnership
Hawaii
$10K – – –
TWC
711
TD Waterhouse Canada
Ontario, Canada
$9.51K -$25.6K -251 -73%
BA
712
Ballast Advisors
Minnesota
$9K – – –
MIM
713
MTM Investment Management
South Carolina
$9K – – –
TFO
714
Tarbox Family Office
California
$9K – – –
UFF
715
USA Financial Formulas
Michigan
$9K +$8.77K +86 New
TFGT
716
TS Financial Group (TSFG)
Illinois
$8K -$917 -9 -11%
MCM
717
MV Capital Management
Maryland
$8K +$306 +3 +4%
SCA
718
Stonebridge Capital Advisors
Minnesota
$7K – – –
SIS
719
Sound Income Strategies
Florida
$7K +$6.93K +68 New
OIA
720
Optimum Investment Advisors
Illinois
$7K +$7.03K +69 New
CWM
721
CarsonAllaria Wealth Management
Illinois
$6K -$204 -2 -3%
MW
722
Milestone Wealth
New York
$6K – – –
TFP
723
Tilia Fiduciary Partners
North Carolina
$6K – – –
SWM
724
Sugarloaf Wealth Management
Georgia
$5K -$102 -1 -2%
AWM
725
Accel Wealth Management
Iowa
$5K – – –
27 28
29
30 31