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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
301
Scissortail Wealth Management
Oklahoma
$1.06M +$1.07M +10,507 New
PWLP
302
Prio Wealth Limited Partnership
Massachusetts
$1.06M
CSPIA
303
Cary Street Partners Investment Advisory
Virginia
$1.05M +$15.4K +151 +1%
FFN
304
Focus Financial Network
Minnesota
$1.04M +$468K +4,589 +82%
HA
305
HYA Advisors
Missouri
$1.03M -$189K -1,855 -16%
IFO
306
Independent Family Office
New York
$1.03M
VFIC
307
Valley Forge Investment Consultants
Pennsylvania
$1.03M -$56.6K -555 -5%
FPAS
308
Focus Partners Advisor Solutions
Missouri
$1.01M +$1.01M +9,865 New
MLIC
309
Mandatum Life Insurance Company
Finland
$1M
BAG
310
Briggs Advisory Group
Rhode Island
$997K -$76K -746 -7%
IWN
311
Independent Wealth Network
Iowa
$992K +$987K +9,687 New
AllianceBernstein
312
AllianceBernstein
Tennessee
$988K +$66.2K +649 +7%
CAL
313
Capital Analysts LLC
Pennsylvania
$977K -$353K -3,461 -27%
CSA
314
Cottage Street Advisors
Massachusetts
$977K +$102 +1 +0%
SA
315
Sunesis Advisors
Kansas
$970K +$966K +9,478 New
FPCG
316
Forum Private Client Group
Indiana
$969K +$965K +9,465 New
AFP
317
Ausdal Financial Partners
Iowa
$951K -$3.16K -31 -0.3%
LNC
318
Lincoln National Corp
Pennsylvania
$946K +$73K +716 +8%
WP
319
WealthShield Partners
North Carolina
$933K +$928K +9,108 New
HF
320
HRT Financial
New York
$919K -$3.31M -32,473 -78%
BAM
321
Belpointe Asset Management
Nevada
$908K +$510 +5 +0.1%
CA
322
Claro Advisors
Massachusetts
$901K
VCS
323
Vaughan & Co Securities
New Jersey
$894K -$12.4K -122 -1%
JFA
324
JNBA Financial Advisors
Minnesota
$884K -$53.4K -524 -6%
APWM
325
Atlas Private Wealth Management
New York
$882K -$12.4K -122 -1%