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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
751
Morton Brown Family Wealth
Pennsylvania
$17K +$18.1K +189 New
TCWM
752
Total Clarity Wealth Management
Illinois
$17K +$18.3K +191 New
WOSD
753
WFA of San Diego
California
$16K +$17.3K +180 New
TSWM
754
Tyler-Stone Wealth Management
Ohio
$15K – – –
AWM
755
Abound Wealth Management
Tennessee
$13.1K – – –
VCM
756
Viewpoint Capital Management
Washington
$13K – – –
AW
757
ACG Wealth
Georgia
$12K +$13.4K +140 New
BWL
758
Bogart Wealth LLC
Virginia
$11K – – –
MWM
759
Mascoma Wealth Management
New Hampshire
$11K – – –
ME
760
McIlrath & Eck
Washington
$11K – – –
HWMA
761
Heritage Wealth Management (Arizona)
Arizona
$10.9K +$10.4K +108 +771%
PCG
762
Private Capital Group
Connecticut
$10K -$354K -3,697 -97%
CHA
763
Carmichael Hill & Associates
Maryland
$10K – – –
UFF
764
USA Financial Formulas
Michigan
$10K +$2.88K +30 +35%
WAM
765
Worth Asset Management
Texas
$10K +$10.5K +109 New
RP
766
Rice Partnership
Hawaii
$9K – – –
CWM
767
CarsonAllaria Wealth Management
Illinois
$9K +$3.45K +36 +60%
TWC
768
TD Waterhouse Canada
Ontario, Canada
$8.28K – – –
MRCM
769
M&R Capital Management
New Jersey
$8K – – –
MIM
770
MTM Investment Management
South Carolina
$8K – – –
M1FG
771
Mach-1 Financial Group
Arkansas
$8K +$8.82K +92 New
CP
772
Castleview Partners
Texas
$7.68K -$11.6K -121 -52%
MCM
773
MV Capital Management
Maryland
$7K – – –
TFGT
774
TS Financial Group (TSFG)
Illinois
$7K – – –
WPA
775
West Paces Advisors
Georgia
$5.7K +$6.14K +64 New
29 30
31
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