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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
PRS
701
Pinkerton Retirement Specialists
Idaho
– -$20.4M -229,646 Closed
RIG
702
Ramiah Investment Group
Wisconsin
– -$19.7M -221,180 Closed
JC
703
JB Capital
Connecticut
– -$13.6M -152,660 Closed
WF
704
Williams Financial
Vermont
– -$8.48M -95,266 Closed
CW
705
CreativeOne Wealth
Kansas
– -$8.03M -90,168 Closed
OWA
706
One Wealth Advisors
California
– -$7.31M -82,129 Closed
AI
707
Atria Investments
North Carolina
– -$6.58M -73,967 Closed
PFA
708
Pettinga Financial Advisors
Indiana
– -$5.88M -66,010 Closed
CIAS
709
CFS Investment Advisory Services
New Jersey
– -$5.18M -58,160 Closed
SFS
710
Security Financial Services
Indiana
– -$5.12M -57,504 Closed
HGWM
711
Horst & Graben Wealth Management
Oregon
– -$4.88M -54,821 Closed
HFA
712
High Falls Advisors
New York
– -$4.88M -54,764 Closed
SHJ
713
Sharkey, Howes & Javer
Colorado
– -$4.49M -50,400 Closed
WWG
714
West Wealth Group
California
– -$4.33M -48,657 Closed
SW
715
SteelPeak Wealth
California
– -$4.13M -46,401 Closed
FIA
716
Foundations Investment Advisors
Arizona
– -$3.8M -43,081 Closed
PFG
717
PAX Financial Group
Texas
– -$3.73M -41,930 Closed
APW
718
Austin Private Wealth
Texas
– -$3.69M -41,491 Closed
SHIM
719
Stone House Investment Management
Pennsylvania
– -$3.65M -40,957 Closed
HPC
720
Hobart Private Capital
North Carolina
– -$3.33M -37,367 Closed
SA
721
Scarborough Advisors
Maryland
– -$3.22M -36,131 Closed
TSA
722
Tri-Star Advisors
Texas
– -$2.99M -33,199 Closed
MFG
723
Merit Financial Group
Georgia
– -$2.81M -31,601 Closed
BWP
724
Bernardo Wealth Planning
Pennsylvania
– -$2.51M -28,193 Closed
LWM
725
Liberty Wealth Management
California
– -$2.45M -27,548 Closed
27 28
29
30 31