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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
726
Liberty Wealth Management
California
– -$2.45M -27,548 Closed
SG
727
StoneX Group
New York
– -$2.41M -27,050 Closed
NFG
728
Northeast Financial Group
Pennsylvania
– -$2.27M -25,494 Closed
VHAM
729
Van Hulzen Asset Management
California
– -$2.27M -25,477 Closed
OAP
730
One Advisory Partners
Kansas
– -$2.24M -25,166 Closed
OPS
731
Orion Portfolio Solutions
Nebraska
– -$2.09M -23,430 Closed
WA
732
Wealth Alliance
New York
– -$2.07M -23,267 Closed
ARC
733
Advisor Resource Council
Texas
– -$1.77M -19,911 Closed
CWS
734
Cypress Wealth Services
California
– -$1.49M -16,749 Closed
SWP
735
ShoreHaven Wealth Partners
New Jersey
– -$1.49M -16,737 Closed
TF
736
Trek Financial
Arizona
– -$1.38M -15,508 Closed
PWM
737
Perigon Wealth Management
California
– -$1.29M -14,493 Closed
SXL
738
Summit X LLC
Missouri
– -$1.25M -14,001 Closed
KWM
739
Keebeck Wealth Management
Illinois
– -$1.19M -13,353 Closed
SWM
740
SigFig Wealth Management
California
– -$1.24M -13,189 Closed
TLFA
741
True Link Financial Advisors
California
– -$1.14M -12,768 Closed
4WM
742
4J Wealth Management
Virginia
– -$1.11M -12,468 Closed
MCIA
743
Mountain Capital Investment Advisors
Colorado
– -$1.08M -12,035 Closed
CWA
744
Clearview Wealth Advisors
Oregon
– -$1.06M -11,945 Closed
SPAS
745
Spectrum Planning & Advisory Services
California
– -$1.01M -11,330 Closed
AR
746
Apeiron RIA
Texas
– -$99K -11,100 Closed
PWMG
747
Provence Wealth Management Group
California
– -$926K -10,406 Closed
CAG
748
Csenge Advisory Group
Florida
– -$925K -10,386 Closed
MYIA
749
Mount Yale Investment Advisors
Colorado
– -$868K -9,752 Closed
DL
750
DOHJ LLC
Washington
– -$850K -9,551 Closed
28 29
30
31 32