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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WGCA
276
Wolf Group Capital Advisors
Virginia
$241K -$542K -8,272 -71%
FI
277
FormulaFolio Investments
Michigan
$240K +$14.1K +216 +7%
PAM
278
Peak Asset Management
Colorado
$238K -$39.3K -600 -15%
AP
279
Advisor Partners
California
$238K
SFWA
280
Summit Financial Wealth Advisors
Louisiana
$230K
MBT
281
Montecito Bank & Trust
California
$225K -$99K -1,512 -32%
BSW
282
Buckingham Strategic Wealth
Missouri
$223K +$209K +3,192 New
EWM
283
Endurance Wealth Management
Rhode Island
$222K +$32.6K +498 +19%
GRP
284
Global Retirement Partners
California
$217K +$203K +3,104 New
SFPM
285
Sensible Financial Planning & Management
Massachusetts
$215K -$24.1K -368 -11%
CWM
286
Concert Wealth Management
California
$213K -$340K -5,196 -63%
SBIA
287
Sheaff Brock Investment Advisors
Indiana
$211K +$198K +3,018 New
BMCM
288
Bryn Mawr Capital Management
Pennsylvania
$210K +$196K +2,994 New
JIC
289
Joel Isaacson & Co
New York
$210K +$196K +3,000 New
WT
290
Whittier Trust
California
$208K -$16.6K -254 -8%
HJA
291
Hugh Johnson Advisors
New York
$208K +$195K +2,974 New
CA
292
Clearstead Advisors
Ohio
$203K +$190K +2,904 New
IWA
293
IBEX Wealth Advisors
New Jersey
$199K +$189K +2,880 New
MCM
294
Manchester Capital Management
Vermont
$176K
Manulife (Manufacturers Life Insurance)
295
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$154K +$63.4K +968 +79%
BTIS
296
BB&T Investment Services
North Carolina
$140K +$131K +2,000 New
PMFA
297
Plante Moran Financial Advisors
Michigan
$124K +$99.8K +1,524 +630%
ClearBridge Investments
298
ClearBridge Investments
New York
$115K +$107K +1,640 New
JGIA
299
Jackson Grant Investment Advisers
Connecticut
$114K +$655 +10 +0.6%
IIC
300
Integrated Investment Consultants
Michigan
$112K