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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
301
ERTS Wealth Advisors
Michigan
$939K +$29.3K +321 +3%
WCWM
302
Willow Creek Wealth Management
California
$933K
PWLP
303
Prio Wealth Limited Partnership
Massachusetts
$905K -$10.1K -110 -1%
CA
304
CoreCap Advisors
Michigan
$904K +$869K +9,504 New
PIMG
305
Patriot Investment Management Group
Tennessee
$901K
PTC
306
Private Trust Company
Ohio
$896K -$46.7K -511 -5%
LNC
307
Lincoln National Corp
Pennsylvania
$891K -$242K -2,643 -22%
FWM
308
FFT Wealth Management
Pennsylvania
$885K +$3.56K +39 +0.4%
WP
309
WealthShield Partners
North Carolina
$875K -$19.7K -215 -2%
CWM
310
Concentric Wealth Management
California
$867K -$198K -2,170 -19%
NFG
311
Nations Financial Group
Iowa
$860K -$5.49K -60 -0.7%
VIA
312
Vickerman Investment Advisors
Washington
$854K -$7.22K -79 -0.9%
GGI
313
GPM Growth Investors
Michigan
$853K -$591K -6,465 -42%
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$846K -$134K -1,461 -14%
VCS
315
Vaughan & Co Securities
New Jersey
$835K +$8.04K +88 +1%
MLIC
316
Mandatum Life Insurance Company
Finland
$828K
QIM
317
Quantitative Investment Management
Virginia
$816K +$785K +8,589 New
WMWM
318
Whitaker-Myers Wealth Managers
Ohio
$814K +$2.83K +31 +0.4%
Brown Advisory
319
Brown Advisory
Maryland
$809K
OIA
320
OneDigital Investment Advisors
Kansas
$807K +$24.3K +266 +3%
AL
321
ACAS LLC
California
$798K -$17.9K -196 -2%
WPW
322
Waldron Private Wealth
Pennsylvania
$797K -$9.14K -100 -1%
BAG
323
Briggs Advisory Group
Rhode Island
$797K
UL
324
Unionview LLC
Washington
$792K +$126K +1,373 +20%
JFA
325
JNBA Financial Advisors
Minnesota
$786K -$2.65K -29 -0.3%