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iShares S&P Small-Cap 600 Value ETF
IJS

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
801
Sharper & Granite
California
– -$222K -2,150 Closed
SVWG
802
Shared Vision Wealth Group
United States
– -$220K -2,135 Closed
CWM
803
Congress Wealth Management
Massachusetts
– -$220K -2,132 Closed
DWP
804
Destiny Wealth Partners
Florida
– -$207K -2,080 Closed
CWP
805
Curated Wealth Partners
California
– -$199K -2,008 Closed
KCM
806
Kendall Capital Management
Maryland
– -$207K -2,005 Closed
HP
807
Holistic Planning
Texas
– -$207K -2,004 Closed
PWM
808
Perigon Wealth Management
California
– -$206K -1,995 Closed
SEI Investments
809
SEI Investments
Pennsylvania
– -$201K -1,951 Closed
SOS
810
Silver Oak Securities
Tennessee
– -$198K -1,920 Closed
OP
811
ORG Partners
Indiana
– -$166K -1,614 Closed
QPBE
812
Quintet Private Bank (Europe)
Luxembourg
– -$74.2K -720 Closed
TWM
813
Tradition Wealth Management
Minnesota
– -$69K -674 Closed
FCAS
814
First Command Advisory Services
Texas
– -$62.5K -606 Closed
PS
815
Planned Solutions
California
– -$59.6K -578 Closed
LF
816
Lee Financial
Texas
– -$53.7K -521 Closed
DAC
817
Dividend Assets Capital
South Carolina
– -$32K -314 Closed
FCG
818
Financial Connections Group
California
– -$24K -237 Closed
MSS
819
Mitchell Sinkler & Starr
Pennsylvania
– -$24.3K -236 Closed
FA
820
Faithward Advisors
Pennsylvania
– -$19K -198 Closed
WT
821
Washington Trust
Rhode Island
– -$15.5K -150 Closed
EA
822
Evolution Advisers
Virginia
– -$15K -147 Closed
AWM
823
Able Wealth Management
New Jersey
– -$14.9K -145 Closed
NFA
824
Northwest Financial Advisors
Virginia
– -$13.2K -128 Closed
GGI
825
Godsey & Gibb Inc
Virginia
– -$9.28K -90 Closed
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