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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
801
Marco Investment Management
Georgia
– -$204K -2,292 Closed
CPP
802
Capasso Planning Partners
South Carolina
– -$204K -2,291 Closed
FM
803
Foster & Motley
Ohio
– -$203K -2,276 Closed
NL
804
Navalign LLC
California
– -$200K -2,242 Closed
JPLA
805
Joseph P. Lucia & Associates
New York
– -$179K -2,014 Closed
COCM
806
Charter Oak Capital Management
New Hampshire
– -$141K -1,583 Closed
CWP
807
Concord Wealth Partners
Virginia
– -$75K -847 Closed
CIBC Private Wealth Group
808
CIBC Private Wealth Group
Georgia
– -$49K -555 Closed
HF
809
Halpern Financial
Virginia
– -$48.9K -549 Closed
AWM
810
Atticus Wealth Management
Florida
– -$30K -340 Closed
CICI
811
Capital Investment Counsel Inc
North Carolina
– -$29K -328 Closed
FA
812
Fortis Advisors
Pennsylvania
– -$27K -304 Closed
GFP
813
Gryphon Financial Partners
Ohio
– -$27K -300 Closed
AIP
814
Ahrens Investment Partners
Louisiana
– -$24K -268 Closed
SIAP
815
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$20K -220 Closed
CWM
816
Curi Wealth Management
North Carolina
– -$19K -215 Closed
SFG
817
Steward Financial Group
Texas
– -$18K -204 Closed
TCWM
818
Total Clarity Wealth Management
Illinois
– -$17K -191 Closed
WOSD
819
WFA of San Diego
California
– -$16K -180 Closed
AW
820
ACG Wealth
Georgia
– -$12K -140 Closed
M1FG
821
Mach-1 Financial Group
Arkansas
– -$8K -92 Closed
WPA
822
West Paces Advisors
Georgia
– -$5.7K -64 Closed
TAM
823
Tucker Asset Management
Colorado
– -$5.16K -58 Closed
HFS
824
Heritage Financial Services
Massachusetts
– -$4K -50 Closed
SAM
825
Strategic Asset Management
Minnesota
– -$3K -29 Closed
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