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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWE
301
Avidian Wealth Enterprises
Texas
$574K +$249K +3,423 +94%
TF
302
Tompkins Financial
New York
$552K -$53.8K -740 -10%
FMI
303
Fiduciary Management Inc
Wisconsin
$552K +$493K +6,783 New
RCAG
304
Rehmann Capital Advisory Group
Michigan
$548K -$157K -2,155 -24%
RJT
305
Raymond James Trust
Florida
$546K -$41.4K -570 -8%
BA
306
Bridge Advisory
California
$545K +$487K +6,700 New
DADC
307
D.A. Davidson & Co
Montana
$539K +$7.34K +101 +2%
MWM
308
Mission Wealth Management
California
$533K +$28.6K +394 +6%
EWA
309
EP Wealth Advisors
California
$524K -$27.6K -380 -6%
RDFA
310
Ritter Daniher Financial Advisory
Ohio
$522K +$467K +6,426 New
CFFP
311
Center for Financial Planning
Michigan
$513K
GG
312
Gofen & Glossberg
Illinois
$513K
NF
313
Nikulski Financial
Iowa
$513K +$20.3K +280 +5%
APWM
314
Atlas Private Wealth Management
New York
$503K +$32.9K +453 +8%
BAM
315
Belpointe Asset Management
Nevada
$502K +$448K +6,168 New
CB
316
Commerce Bank
Missouri
$496K -$38.3K -527 -8%
WANY
317
Wealthspire Advisors (New York)
New York
$493K +$441K +6,064 New
Luther King Capital Management (LKCM)
318
Luther King Capital Management (LKCM)
Texas
$492K
AC
319
Apella Capital
Connecticut
$486K -$2.83K -39 -0.6%
TCWA
320
Ten Capital Wealth Advisors
Washington
$486K
DY
321
Dowling & Yahnke
California
$483K -$10K -138 -2%
NFC
322
Northeast Financial Consultants
Connecticut
$483K +$431K +5,937 New
RSWM
323
Robertson Stephens Wealth Management
California
$468K +$102K +1,403 +32%
WDG
324
Wealth Dimensions Group
Ohio
$457K +$408K +5,615 New
DPI
325
Diversified Portfolios Inc
Michigan
$456K -$4.21K -58 -1%