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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
701
Gradient Investments
Minnesota
$11.6K +$11.7K +127 New
MWM
702
Mascoma Wealth Management
New Hampshire
$11K – – –
CHA
703
Carmichael Hill & Associates
Maryland
$10K – – –
WAM
704
Worth Asset Management
Texas
$9.95K – – –
FCA
705
FinTrust Capital Advisors
South Carolina
$9.86K – – –
MRCM
706
M&R Capital Management
New Jersey
$9.13K – – –
OHWP
707
Oak Harbor Wealth Partners
North Carolina
$9.13K – – –
RP
708
Rice Partnership
Hawaii
$9.13K – – –
MIM
709
MTM Investment Management
South Carolina
$8.22K – – –
CWM
710
CarsonAllaria Wealth Management
Illinois
$7K -$3.77K -41 -35%
TFGT
711
TS Financial Group (TSFG)
Illinois
$7K – – –
PP
712
PFS Partners
New Jersey
$6.58K -$136K -1,472 -95%
OFG
713
Oxford Financial Group
Indiana
$5.48K -$61.3K -666 -92%
S
714
SignatureFD
Georgia
$5.48K -$29.6K -321 -84%
BA
715
Ballast Advisors
Minnesota
$5.48K – – –
SWM
716
Sugarloaf Wealth Management
Georgia
$5.18K +$552 +6 +12%
FWM
717
Focused Wealth Management
New York
$4.69K – – –
EWM
718
EPG Wealth Management
Georgia
$4.57K – – –
SIS
719
Sound Income Strategies
Florida
$4.38K – – –
AWM
720
Accel Wealth Management
Iowa
$4.07K +$92 +1 +2%
DWMG
721
DB Wealth Management Group
California
$4.02K +$4.05K +44 New
WFA
722
WestHill Financial Advisors
California
$3.65K – – –
TFP
723
Tilia Fiduciary Partners
North Carolina
$3.29K – – –
MA
724
Montag & Associates
Georgia
$3.1K +$3.13K +34 New
HFS
725
Hantz Financial Services
Michigan
$3K +$3.5K +38 New
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