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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
726
Cary Street Partners Investment Advisory
Virginia
$17.4K – – –
RTL
727
Red Tortoise LLC
Georgia
$17K – – –
WTFG
728
Wood Tarver Financial Group
Idaho
$16K – – –
FUBT
729
First United Bank & Trust
Maryland
$14.9K -$4.72K -50 -25%
EB
730
Eastern Bank
Massachusetts
$14.9K – – –
VCM
731
Viewpoint Capital Management
Washington
$14.9K – – –
FWM
732
FSA Wealth Management
Massachusetts
$14.3K – – –
EWA
733
EverSource Wealth Advisors
Alabama
$13.1K – – –
ITIM
734
Indiana Trust & Investment Management
Indiana
$12.7K – – –
TFG
735
Team Financial Group
California
$12.3K +$11.7K +124 New
MWM
736
Mascoma Wealth Management
New Hampshire
$11.9K – – –
PP
737
Pacifica Partners
Canada
$11.8K – – –
AG
738
AmeriFlex Group
Nevada
$11.3K – – –
CFB
739
Cullen/Frost Bankers
Texas
$11.3K -$9.35K -99 -46%
GSWM
740
Golden State Wealth Management
California
$11K -$378 -4 -3%
CW
741
Curio Wealth
Maryland
$11K +$10.4K +110 +11,000%
HFS
742
Hantz Financial Services
Michigan
$11K +$10.8K +114 New
DPW
743
DiNuzzo Private Wealth
Pennsylvania
$10.9K – – –
RI
744
Ridgewood Investments
New Jersey
$10.9K – – –
BFPW
745
BOK Financial Private Wealth
Colorado
$10.4K – – –
FMTCOCP
746
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K +$9.92K +105 New
JHCP
747
Jackson Hole Capital Partners
Oklahoma
$9.95K – – –
OHWP
748
Oak Harbor Wealth Partners
North Carolina
$9.95K – – –
OPTFSNA
749
Old Point Trust & Financial Services N A
Virginia
$9.95K – – –
RP
750
Rice Partnership
Hawaii
$9.95K – – –
28 29
30
31 32