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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DPI
301
Diversified Portfolios Inc
Michigan
$296K -$5.13K -74 -1%
CCA
302
Clearwater Capital Advisors
Illinois
$294K
KFI
303
Key Financial Inc
Pennsylvania
$293K -$31.2K -450 -7%
MWM
304
Modera Wealth Management
New Jersey
$285K +$396K +5,708 New
BFA
305
Bragg Financial Advisors
North Carolina
$285K +$396K +5,710 New
WWM
306
Windsor Wealth Management
Indiana
$284K +$76.5K +1,104 +24%
UR
307
USCA RIA
Texas
$281K -$1.44M -20,816 -79%
TIM
308
Thompson Investment Management
Wisconsin
$280K +$83.5K +1,204 +27%
Betterment LLC
309
Betterment LLC
New York
$273K +$77.5K +1,118 +26%
CIR
310
Clear Investment Research
Georgia
$271K +$89.7K +1,294 +31%
CL
311
Choreo LLC
Illinois
$270K +$172K +2,476 +85%
RHBC
312
R.H. Bluestein & Co
Michigan
$267K +$555 +8 +0.1%
APW
313
Aurora Private Wealth
New Jersey
$264K +$138K +1,990 +61%
RA
314
RFG Advisory
Alabama
$263K +$31.9K +460 +10%
CFG
315
Citizens Financial Group
Rhode Island
$262K +$363K +5,240 New
FNBOO
316
First National Bank of Omaha
Nebraska
$260K -$23.2K -334 -6%
VWM
317
Valley Wealth Managers
New Jersey
$253K +$22.7K +328 +7%
GRP
318
Global Retirement Partners
California
$252K -$133K -1,924 -28%
TNB
319
TCF National Bank
South Dakota
$252K +$22.2K +320 +7%
RC
320
RegentAtlantic Capital
New Jersey
$249K
JIC
321
Johnson Investment Counsel
Ohio
$248K -$17.2K -248 -5%
SIC
322
Shoker Investment Counsel
Ohio
$246K +$11K +158 +3%
CWM
323
Cahaba Wealth Management
Georgia
$243K -$52.4K -756 -13%
SF
324
Synovus Financial
Georgia
$242K -$79.6K -1,148 -19%
9WM
325
9258 Wealth Management
Ohio
$242K +$416 +6 +0.1%