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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
301
Windsor Wealth Management
Indiana
$291K +$264K +4,200 +92%
RRC
302
Relaxing Retirement Coach
Massachusetts
$290K +$298K +4,740 New
CL
303
CIM LLC
New York
$290K +$311K +4,946 +133%
AllianceBernstein
304
AllianceBernstein
Tennessee
$285K -$3.14K -50 -1%
JWBC
305
J.W. Burns & Co
New York
$285K +$293K +4,662 New
9WM
306
9258 Wealth Management
Ohio
$282K +$280K +4,454 +100%
PI
307
Parkside Investments
Illinois
$281K -$81.2K -1,292 -22%
JWM
308
JGP Wealth Management
Oregon
$280K +$6.16K +98 +2%
ACM
309
Azimuth Capital Management
Michigan
$280K +$12.6K +200 +5%
VFA
310
Voya Financial Advisors
Connecticut
$273K
PWS
311
Private Wealth Strategies
Ohio
$273K +$1.38K +22 +0.5%
SCM
312
SOL Capital Management
Maryland
$272K +$11.3K +180 +4%
GMA
313
Goldstein Munger & Associates
California
$271K
Mercer Global Advisors
314
Mercer Global Advisors
Colorado
$271K +$237K +3,766 +74%
RC
315
RegentAtlantic Capital
New Jersey
$270K
KOMWMG
316
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$269K
RM
317
Resource Management
Louisiana
$269K +$1.01K +16 +0.4%
RIA
318
Realta Investment Advisors
Delaware
$269K +$1.26K +20 +0.5%
OIA
319
OneDigital Investment Advisors
Kansas
$267K +$6.41K +102 +2%
RSWM
320
Robertson Stephens Wealth Management
California
$267K +$274K +4,362 New
SFPM
321
Sensible Financial Planning & Management
Massachusetts
$265K
IWM
322
IHT Wealth Management
Illinois
$264K +$271K +4,316 New
ODIJL
323
One Day In July LLC
Vermont
$264K +$272K +4,320 New
MBT
324
Montecito Bank & Trust
California
$257K
EWM
325
Endurance Wealth Management
Rhode Island
$254K -$17.6K -280 -6%