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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
251
Capital Directions Investment Advisors
Georgia
$33K
GWM
252
Gupta Wealth Management
California
$33K +$6.99K +126 +26%
WIC
253
Woodmont Investment Counsel
Tennessee
$31K
RFA
254
Reilly Financial Advisors
California
$30K -$24.4K -440 -45%
UFA
255
US Financial Advisors
Massachusetts
$27K
JWA
256
JFS Wealth Advisors
Pennsylvania
$26K +$6.43K +116 +31%
CTC
257
Central Trust Company
Missouri
$22K -$1.66K -30 -7%
AF
258
Allworth Financial
California
$22K +$22.5K +406 New
AIP
259
Ameritas Investment Partners
Nebraska
$21K
CHP
260
Cable Hill Partners
Oregon
$20K
HR
261
Howe & Rusling
New York
$20K
RFWA
262
RPg Family Wealth Advisory
Massachusetts
$17.1K +$17.5K +316 New
LNB
263
Ledyard National Bank
$15K
TCM
264
TD Capital Management
Tennessee
$14K -$141K -2,536 -91%
AWM
265
AllSquare Wealth Management
New York
$13K
KCPG
266
Kavar Capital Partners Group
Kansas
$13K
PRS
267
Pinkerton Retirement Specialists
Idaho
$13K
TDC
268
Thompson Davis & Co
Virginia
$13K
Manulife (Manufacturers Life Insurance)
269
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$13K +$111 +2 +0.9%
CP
270
Corbenic Partners
Pennsylvania
$12K
FNBT
271
FineMark National Bank & Trust
Florida
$11K
BBHC
272
Brown Brothers Harriman & Co
New York
$11K +$11.8K +212 New
BC
273
Bartlett & Co
Ohio
$9K
WA
274
WFG Advisors
Texas
$8K -$17.1K -308 -68%
CFG
275
Citizens Financial Group
Rhode Island
$8K +$8.32K +150 New