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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
751
FSA Wealth Management
Massachusetts
$14K -$3.9K -37 -20%
CI
752
CX Institutional
Indiana
$14K +$15.4K +146 New
EWA
753
EverSource Wealth Advisors
Alabama
$12.9K -$1.37K -13 -9%
ITIM
754
Indiana Trust & Investment Management
Indiana
$12.5K – – –
CW
755
Curio Wealth
Maryland
$12.1K -$11.6K -110 -99%
BCMLT
756
Beacon Capital Management LLC (Tennessee)
Tennessee
$11.9K – – –
MWM
757
Mascoma Wealth Management
New Hampshire
$11.7K – – –
GSWM
758
Golden State Wealth Management
California
$11.2K – – –
AG
759
AmeriFlex Group
Nevada
$11.1K +$12K +114 New
PP
760
Pacifica Partners
Canada
$10.8K – – –
RI
761
Ridgewood Investments
New Jersey
$10.7K – – –
DPW
762
DiNuzzo Private Wealth
Pennsylvania
$10.7K +$11.6K +110 New
BFPW
763
BOK Financial Private Wealth
Colorado
$10.2K – – –
OHWP
764
Oak Harbor Wealth Partners
North Carolina
$9.75K – – –
OPTFSNA
765
Old Point Trust & Financial Services N A
Virginia
$9.75K – – –
RP
766
Rice Partnership
Hawaii
$9.75K – – –
JHCP
767
Jackson Hole Capital Partners
Oklahoma
$9.75K +$10.6K +100 New
BONH
768
Bank of New Hampshire
New Hampshire
$9.16K – – –
MIM
769
MTM Investment Management
South Carolina
$8.79K – – –
T
770
Transce3nd
Texas
$8.77K -$2.11K -20 -18%
RPCA
771
Running Point Capital Advisors
California
$8.77K +$9.49K +90 New
RCM
772
Richardson Capital Management
Wisconsin
$8.46K +$106 +1 +1%
CSC
773
Caldwell Sutter Capital
California
$8.38K – – –
RJA
774
Ross\Johnson & Associates
Minnesota
$7.99K +$8.65K +82 New
SN
775
Sittner & Nelson
Oregon
$7.9K – – –
29 30
31
32 33