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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SF
226
Synovus Financial
Georgia
$649K -$3.68K -46 -0.6%
GTAM
227
Global Trust Asset Management
Florida
$645K +$336K +4,200 +114%
CWM
228
Concentric Wealth Management
California
$604K
DADC
229
D.A. Davidson & Co
Montana
$598K +$29.7K +372 +5%
NWS
230
Newport Wealth Strategies
California
$580K -$373K -4,666 -40%
DPI
231
Diversified Portfolios Inc
Michigan
$555K -$11.5K -144 -2%
S
232
SimplyRich
California
$553K
CIR
233
Clear Investment Research
Georgia
$549K
SAM
234
Shamrock Asset Management
Texas
$536K -$39K -488 -7%
MWM
235
Mission Wealth Management
California
$535K +$45.3K +566 +9%
PFS
236
Prospera Financial Services
Texas
$528K -$130K -1,626 -20%
GWM
237
Geneos Wealth Management
Colorado
$527K +$160 +2 +0%
GG
238
Gofen & Glossberg
Illinois
$526K
AIA
239
Arcadia Investment Advisors
Idaho
$522K -$160 -2 -0%
Luther King Capital Management (LKCM)
240
Luther King Capital Management (LKCM)
Texas
$517K
GMA
241
Goldstein Munger & Associates
California
$511K
CCA
242
Clearwater Capital Advisors
Illinois
$502K
TW
243
Transform Wealth
Colorado
$502K +$12K +150 +3%
PAMG
244
Patton Albertson Miller Group
Tennessee
$489K +$479K +5,990 New
Brown Advisory
245
Brown Advisory
Maryland
$484K
TF
246
Tompkins Financial
New York
$482K +$77.4K +968 +20%
ABC
247
Associated Banc-Corp
Wisconsin
$478K -$8K -100 -2%
MWPCG
248
Measured Wealth Private Client Group
New Hampshire
$475K +$466K +5,822 New
BC
249
Barnett & Company
Tennessee
$471K
PWAP
250
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$471K +$61.1K +764 +15%