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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWMG
226
King Wealth Management Group
Florida
$1.54M -$52.5K -534 -3%
CSWM
227
Cassady Schiller Wealth Management
Ohio
$1.51M -$10.7K -109 -0.7%
PFG
228
Pacific Financial Group
Washington
$1.51M -$114K -1,160 -7%
Two Sigma Investments
229
Two Sigma Investments
New York
$1.49M -$2.41M -24,500 -62%
UWPG
230
Ullmann Wealth Partners Group
Florida
$1.48M -$361K -3,677 -19%
BRWA
231
B. Riley Wealth Advisors
Florida
$1.48M +$224K +2,275 +18%
TIAA Trust, National Association
232
TIAA Trust, National Association
North Carolina
$1.46M +$158K +1,603 +12%
CWM
233
Cranbrook Wealth Management
Michigan
$1.45M +$9.34K +95 +0.6%
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$1.44M +$229K +2,335 +19%
PFBT
235
Parkside Financial Bank & Trust
Missouri
$1.43M -$248K -2,522 -15%
UL
236
Unionview LLC
Washington
$1.39M -$983 -10 -0.1%
T. Rowe Price Associates
237
T. Rowe Price Associates
Maryland
$1.38M
PWMAG
238
Pinnacle Wealth Management Advisory Group
New Jersey
$1.36M +$2.65K +27 +0.2%
SAF
239
Smith Anglin Financial
Texas
$1.34M -$64.1K -652 -5%
GA
240
GFS Advisors
Texas
$1.33M -$1.18M -11,977 -88%
TNB
241
Thomasville National Bank
Georgia
$1.33M -$29K -295 -2%
PPC
242
Park Place Capital
Alabama
$1.32M -$183K -1,861 -12%
MFC
243
Morris Financial Concepts
South Carolina
$1.31M -$115K -1,166 -8%
SQA
244
Simon Quick Advisors
New Jersey
$1.31M
CAM
245
Campion Asset Management
Virginia
$1.3M -$132K -1,340 -9%
TPCW
246
TD Private Client Wealth
New York
$1.29M +$4.13K +42 +0.3%
Citadel Advisors
247
Citadel Advisors
Florida
$1.29M +$423K +4,303 +48%
TFA
248
Tobias Financial Advisors
Florida
$1.29M +$1.08K +11 +0.1%
Envestnet Portfolio Solutions
249
Envestnet Portfolio Solutions
Illinois
$1.28M +$151K +1,537 +13%
OA
250
Operose Advisors
Wisconsin
$1.27M -$1.01M -10,285 -44%