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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
751
Caldwell Trust
Florida
$34.7K – – –
TCOT
752
Trust Company of Toledo
Ohio
$34.5K – – –
MWA
753
Medallion Wealth Advisors
Connecticut
$34.1K – – –
MTIC
754
Missouri Trust & Investment Company
Missouri
$34.1K – – –
VWWMG
755
Vermillion & White Wealth Management Group
Pennsylvania
$34.1K – – –
EWM
756
Evermay Wealth Management
Virginia
$33.3K – – –
WPA
757
Wealth Preservation Advisors
Tennessee
$32.1K – – –
GFA
758
Godfrey Financial Associates
New York
$31.6K +$31.2K +278 New
MS
759
Monetary Solutions
Ohio
$31.4K +$30.9K +276 New
TAM
760
Tucker Asset Management
Colorado
$30.9K -$1.12K -10 -4%
CICI
761
Capital Investment Counsel Inc
North Carolina
$30.5K +$30K +268 New
RFP
762
Root Financial Partners
California
$30.3K – – –
FG
763
Fairman Group
Pennsylvania
$28.7K – – –
SC
764
Stephens Consulting
Michigan
$28.4K +$224 +2 +0.8%
UIA
765
Ulland Investment Advisors
Minnesota
$28K – – –
PCM
766
Palouse Capital Management
Washington
$27.7K – – –
CFM
767
Cornerstone Financial Management
Massachusetts
$25.8K +$25.4K +227 New
S
768
SignatureFD
Georgia
$25.6K – – –
BWM
769
Bullock Wealth Management
Indiana
$25.5K +$112 +1 +0.4%
RFS
770
Richardson Financial Services
Massachusetts
$25.5K – – –
MTI
771
Merrithew & Thorsten Inc
California
$25K +$24.8K +221 New
CC
772
Corsicana & Co
Texas
$24.6K – – –
HFS
773
Hughes Financial Services
Virginia
$24K – – –
CI
774
CX Institutional
Indiana
$23K -$18.7K -167 -45%
PW
775
Pandora Wealth
Illinois
$22.7K – – –
29 30
31
32 33