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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
751
Selective Wealth Management
Virginia
$17K – – –
MBFW
752
Morton Brown Family Wealth
Pennsylvania
$17K +$18.1K +189 New
TCWM
753
Total Clarity Wealth Management
Illinois
$17K +$18.3K +191 New
WOSD
754
WFA of San Diego
California
$16K +$17.3K +180 New
TSWM
755
Tyler-Stone Wealth Management
Ohio
$15K – – –
AWM
756
Abound Wealth Management
Tennessee
$13.1K – – –
VCM
757
Viewpoint Capital Management
Washington
$13K – – –
AW
758
ACG Wealth
Georgia
$12K +$13.4K +140 New
BWL
759
Bogart Wealth LLC
Virginia
$11K – – –
MWM
760
Mascoma Wealth Management
New Hampshire
$11K – – –
ME
761
McIlrath & Eck
Washington
$11K – – –
HWMA
762
Heritage Wealth Management (Arizona)
Arizona
$10.9K +$10.4K +108 +771%
PCG
763
Private Capital Group
Connecticut
$10K -$354K -3,697 -97%
CHA
764
Carmichael Hill & Associates
Maryland
$10K – – –
UFF
765
USA Financial Formulas
Michigan
$10K +$2.88K +30 +35%
WAM
766
Worth Asset Management
Texas
$10K +$10.5K +109 New
RP
767
Rice Partnership
Hawaii
$9K – – –
CWM
768
CarsonAllaria Wealth Management
Illinois
$9K +$3.45K +36 +60%
TWC
769
TD Waterhouse Canada
Ontario, Canada
$8.28K – – –
MRCM
770
M&R Capital Management
New Jersey
$8K – – –
MIM
771
MTM Investment Management
South Carolina
$8K – – –
M1FG
772
Mach-1 Financial Group
Arkansas
$8K +$8.82K +92 New
CP
773
Castleview Partners
Texas
$7.68K -$11.6K -121 -52%
MCM
774
MV Capital Management
Maryland
$7K – – –
TFGT
775
TS Financial Group (TSFG)
Illinois
$7K – – –
29 30
31
32 33