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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
301
Dougherty Wealth Advisers
Minnesota
$284K +$284K +3,830 New
BB
302
Busey Bank
Illinois
$283K
FI
303
FormulaFolio Investments
Michigan
$282K
MAG
304
Mokosak Advisory Group
Iowa
$282K +$318K +4,280 New
CCP
305
Corient Capital Partners
California
$281K
CGA
306
Crescent Grove Advisors
Illinois
$280K +$315K +4,250 New
Betterment LLC
307
Betterment LLC
New York
$278K -$483K -6,506 -61%
AAS
308
Avantax Advisory Services
Texas
$275K +$311K +4,194 New
RFWA
309
RPg Family Wealth Advisory
Massachusetts
$274K -$7.42K -100 -2%
MFW
310
Mosaic Family Wealth
Missouri
$268K +$33.4K +450 +12%
APA
311
American Portfolios Advisors
New York
$264K -$63.7K -858 -18%
SB
312
Simmons Bank
Arkansas
$263K -$34.9K -470 -11%
TRCT
313
Tower Research Capital (TRC)
New York
$263K -$15.9K -214 -5%
VCP
314
Vista Capital Partners
Oregon
$262K
RM
315
Resource Management
Louisiana
$262K +$10.1K +136 +4%
VNA
316
Valley National Advisers
Pennsylvania
$261K
TIM
317
Thompson Investment Management
Wisconsin
$259K +$21.5K +290 +8%
FCI
318
Financial Counselors Inc
Kansas
$258K -$6.09K -82 -2%
SEI Investments
319
SEI Investments
Pennsylvania
$255K +$272K +3,670 +1,872%
EWM
320
Endurance Wealth Management
Rhode Island
$252K +$11.9K +160 +4%
AIA
321
Arcadia Investment Advisors
Idaho
$249K -$194K -2,614 -41%
KCM
322
Kendall Capital Management
Maryland
$249K -$28.4K -382 -9%
AWM
323
AE Wealth Management
Kansas
$247K -$135K -1,818 -33%
BFPW
324
BOK Financial Private Wealth
Colorado
$247K +$14.8K +200 +6%
GTAM
325
Global Trust Asset Management
Florida
$240K