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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
301
CAPTRUST Financial Advisors
North Carolina
$91K +$90.4K +1,308 New
TWA
302
TCI Wealth Advisors
Arizona
$84K
OC
303
Oakworth Capital
Alabama
$82K +$2.76K +40 +4%
MMG
304
Monetary Management Group
Missouri
$77K
KF
305
Krilogy Financial
Missouri
$73K +$3.32K +48 +5%
LWM
306
Lenox Wealth Management
Ohio
$72K
AWM
307
Avior Wealth Management
Nebraska
$70K +$23.1K +334 +3%
CDIA
308
Capital Directions Investment Advisors
Georgia
$69K
IWM
309
IHT Wealth Management
Illinois
$68K +$76K +1,100 New
QCG
310
Quadrant Capital Group
Ohio
$66K
AC
311
Alexandria Capital
Virginia
$62K
GAM
312
Gemmer Asset Management
California
$62K
IPC
313
Independent Portfolio Consultants
Florida
$59K
EWM
314
Evercore Wealth Management
New York
$57K
RFA
315
Reilly Financial Advisors
California
$52K
CTC
316
Central Trust Company
Missouri
$50K
First Manhattan
317
First Manhattan
New York
$48K -$6.91K -100 -13%
APSP
318
Asset Planning Services (Pennsylvania)
Pennsylvania
$47K +$138 +2 +0.3%
FMII
319
Farmers & Merchants Investments Inc
Nebraska
$44K
SWA
320
Sutton Wealth Advisors
Florida
$40.3K
RCA
321
Rowland Carmichael Advisors
Arizona
$40K
ECM
322
Exchange Capital Management
Michigan
$39K
IF
323
Ironwood Financial
Arizona
$35K -$10.1K -146 -22%
WA
324
WFG Advisors
Texas
$34K +$2.9K +42 +9%
AF
325
Allworth Financial
California
$28K