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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
226
Financial Advocates Investment Management
Washington
$1.98M +$140K +1,346 +8%
SAM
227
Sequent Asset Management
Texas
$1.98M +$1.91M +18,402 New
SCA
228
Stillwater Capital Advisors
Pennsylvania
$1.92M +$26.1K +251 +1%
AM
229
AGF Management
Ontario, Canada
$1.91M
FTUS
230
Flow Traders U.S.
New York
$1.88M +$1.21M +11,621 +198%
CCB
231
Country Club Bank
Missouri
$1.84M -$120K -1,157 -6%
SA
232
Sanctuary Advisors
Indiana
$1.81M -$253K -2,439 -13%
UWPG
233
Ullmann Wealth Partners Group
Florida
$1.77M +$132K +1,272 +8%
PWA
234
Physician Wealth Advisors
Utah
$1.74M -$56.2K -541 -3%
TIAA Trust, National Association
235
TIAA Trust, National Association
North Carolina
$1.69M +$69.7K +671 +4%
CWA
236
CM Wealth Advisors
Ohio
$1.68M +$1.36M +13,070 +519%
Carson Wealth (CWM LLC)
237
Carson Wealth (CWM LLC)
Nebraska
$1.66M +$68.8K +662 +4%
KWMG
238
King Wealth Management Group
Florida
$1.66M -$39.8K -383 -2%
CSWM
239
Cassady Schiller Wealth Management
Ohio
$1.62M -$53.6K -516 -3%
Envestnet Portfolio Solutions
240
Envestnet Portfolio Solutions
Illinois
$1.61M +$183K +1,758 +13%
PFG
241
Pacific Financial Group
Washington
$1.61M -$55.1K -531 -3%
CWM
242
Cranbrook Wealth Management
Michigan
$1.55M -$52.4K -505 -3%
GWMR
243
GC Wealth Management RIA
Massachusetts
$1.55M -$145K -1,400 -9%
UL
244
Unionview LLC
Washington
$1.54M +$415 +4 +0%
T. Rowe Price Associates
245
T. Rowe Price Associates
Maryland
$1.52M
PFBT
246
Parkside Financial Bank & Trust
Missouri
$1.52M -$59.8K -576 -4%
OA
247
Operose Advisors
Wisconsin
$1.51M +$97.5K +939 +7%
PWMAG
248
Pinnacle Wealth Management Advisory Group
New Jersey
$1.5M -$2.08K -20 -0.1%
NA
249
NewEdge Advisors
Louisiana
$1.48M -$295K -2,836 -17%
GA
250
GFS Advisors
Texas
$1.47M +$1.25M +12,018 +718%