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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
701
Cape Investment Advisory
Georgia
$72.5K – – –
ST
702
Smithfield Trust
Pennsylvania
$72K – – –
CWP
703
Concord Wealth Partners
Virginia
$71.8K -$333 -3 -0.5%
CTB
704
Country Trust Bank
Illinois
$71.6K – – –
RIL
705
Rothschild Investment LLC
Illinois
$69.9K – – –
GWM
706
Geneos Wealth Management
Colorado
$69.4K -$34.1K -308 -33%
JFGIW
707
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$68.3K -$77.7K -701 -53%
BA
708
Bellwether Advisors
Nebraska
$66.8K +$68.2K +615 New
CTA
709
Colonial Trust Advisors
South Carolina
$66K – – –
KPP
710
Kings Path Partners
Texas
$66K – – –
CWM
711
Crowley Wealth Management
Delaware
$65.6K +$66.9K +604 New
MCM
712
Mainstream Capital Management
California
$65.2K +$66.5K +600 New
CWM
713
CarsonAllaria Wealth Management
Illinois
$61.7K +$20.5K +185 +48%
MA
714
Montag & Associates
Georgia
$61.6K – – –
CTC
715
Central Trust Company
Missouri
$60.7K – – –
AAG
716
Armstrong Advisory Group
Massachusetts
$59.7K – – –
PIA
717
Powell Investment Advisors
Florida
$57.9K – – –
TWM
718
Topsail Wealth Management
North Carolina
$57.8K +$59K +532 New
JEST
719
JTC Employer Solutions Trustee
Jersey
$57K – – –
HWM
720
HighMark Wealth Management
Minnesota
$55.8K -$586K -5,290 -91%
GI
721
GAMMA Investing
California
$54.4K – – –
GIP
722
Granite Investment Partners
California
$52.2K – – –
APW
723
Acima Private Wealth
Virginia
$50.5K – – –
CAM
724
Creekmur Asset Management
Illinois
$50.5K – – –
KTC
725
Kentucky Trust Company
Kentucky
$50K +$51K +460 New
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