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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
ME
701
McIlrath & Eck
Washington
$11.7K – – –
GI
702
Gradient Investments
Minnesota
$11.6K +$11.7K +127 New
MWM
703
Mascoma Wealth Management
New Hampshire
$11K – – –
CHA
704
Carmichael Hill & Associates
Maryland
$10K – – –
WAM
705
Worth Asset Management
Texas
$9.95K – – –
FCA
706
FinTrust Capital Advisors
South Carolina
$9.86K – – –
MRCM
707
M&R Capital Management
New Jersey
$9.13K – – –
OHWP
708
Oak Harbor Wealth Partners
North Carolina
$9.13K – – –
RP
709
Rice Partnership
Hawaii
$9.13K – – –
MIM
710
MTM Investment Management
South Carolina
$8.22K – – –
CWM
711
CarsonAllaria Wealth Management
Illinois
$7K -$3.77K -41 -35%
TFGT
712
TS Financial Group (TSFG)
Illinois
$7K – – –
PP
713
PFS Partners
New Jersey
$6.58K -$136K -1,472 -95%
OFG
714
Oxford Financial Group
Indiana
$5.48K -$61.3K -666 -92%
S
715
SignatureFD
Georgia
$5.48K -$29.6K -321 -84%
BA
716
Ballast Advisors
Minnesota
$5.48K – – –
SWM
717
Sugarloaf Wealth Management
Georgia
$5.18K +$552 +6 +12%
FWM
718
Focused Wealth Management
New York
$4.69K – – –
EWM
719
EPG Wealth Management
Georgia
$4.57K – – –
SIS
720
Sound Income Strategies
Florida
$4.38K – – –
AWM
721
Accel Wealth Management
Iowa
$4.07K +$92 +1 +2%
DWMG
722
DB Wealth Management Group
California
$4.02K +$4.05K +44 New
WFA
723
WestHill Financial Advisors
California
$3.65K – – –
TFP
724
Tilia Fiduciary Partners
North Carolina
$3.29K – – –
MA
725
Montag & Associates
Georgia
$3.1K +$3.13K +34 New
27 28
29
30 31