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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
MEG
701
Millstone Evans Group
Colorado
$42.9K – – –
SMA
702
Sage Mountain Advisors
Georgia
$41.7K -$495K -4,660 -93%
FPB
703
First PREMIER Bank
South Dakota
$41K – – –
CI
704
CX Institutional
Indiana
$41K +$17.9K +169 +85%
JWM
705
JPL Wealth Management
Colorado
$40.6K +$39K +367 New
CIAS
706
Capital Investment Advisory Services
North Carolina
$38.9K -$411K -3,869 -92%
CAM
707
Creekmur Asset Management
Illinois
$38.8K -$9.88K -93 -21%
IWP
708
IAG Wealth Partners
Wisconsin
$38.7K – – –
AC
709
AlphaCore Capital
California
$36.8K – – –
SIC
710
SJS Investment Consulting
Ohio
$36.7K – – –
IBOK
711
Independence Bank of Kentucky
Kentucky
$35.2K – – –
BLC
712
Brown, Lisle/Cummings
Rhode Island
$35.1K – – –
FGA
713
Fortis Group Advisors
New Jersey
$35.1K – – –
AIP
714
Ameritas Investment Partners
Nebraska
$34.3K – – –
CT
715
Caldwell Trust
Florida
$33.7K – – –
TCOT
716
Trust Company of Toledo
Ohio
$33.5K – – –
MWA
717
Medallion Wealth Advisors
Connecticut
$33.2K – – –
MTIC
718
Missouri Trust & Investment Company
Missouri
$33.2K – – –
VWWMG
719
Vermillion & White Wealth Management Group
Pennsylvania
$33.2K – – –
EWM
720
Evermay Wealth Management
Virginia
$32.4K – – –
FDCDDQ
721
Federation des caisses Desjardins du Quebec
Quebec, Canada
$31.9K – – –
TAM
722
Tucker Asset Management
Colorado
$31.2K -$10.4K -98 -26%
WPA
723
Wealth Preservation Advisors
Tennessee
$31.2K – – –
SWP
724
SIMA Wealth Partners
Virginia
$30.1K -$12.5K -118 -30%
RFP
725
Root Financial Partners
California
$29.5K +$28.4K +267 New
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