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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIA
326
Arcadia Investment Advisors
Idaho
$279K
MFW
327
Mosaic Family Wealth
Missouri
$272K -$27.2K -368 -9%
JWS
328
Juncture Wealth Strategies
Arizona
$272K +$273K +3,690 New
AAS
329
Avantax Advisory Services
Texas
$270K -$39.9K -540 -13%
APA
330
American Portfolios Advisors
New York
$269K -$27K -366 -9%
GTAM
331
Global Trust Asset Management
Florida
$268K
KP
332
Keel Point
Alabama
$268K +$13.4K +182 +5%
9WM
333
9258 Wealth Management
Ohio
$267K +$296 +4 +0.1%
FNB
334
Farmers National Bank
Kentucky
$260K +$261K +3,528 New
MFT
335
Moisand Fitzgerald Tamayo
Florida
$259K +$1.33K +18 +0.5%
RWP
336
RWA Wealth Partners
Massachusetts
$256K -$1.35M -18,236 -84%
LC
337
LCNB Corp
Ohio
$253K
First Trust Advisors
338
First Trust Advisors
Illinois
$252K +$253K +3,420 New
AP
339
Advisor Partners
California
$251K
PAM
340
Peak Asset Management
Colorado
$251K
KCM
341
Kendall Capital Management
Maryland
$250K -$28.7K -388 -10%
ACM
342
Azimuth Capital Management
Michigan
$249K
FA
343
Fortis Advisors
Pennsylvania
$249K
SWM
344
SeaCrest Wealth Management
New York
$248K +$39.3K +532 +19%
TI
345
Truepoint Inc
Ohio
$245K
HR
346
Howe & Rusling
New York
$242K +$243K +3,286 New
PCG
347
Private Capital Group
Connecticut
$237K -$30.4K -412 -11%
ONB
348
Old National Bancorp
Indiana
$237K -$19.9K -270 -8%
BFS
349
Bradley Foster & Sargent
Connecticut
$237K +$237K +3,210 New
HJA
350
Hugh Johnson Advisors
New York
$236K -$2.96K -40 -1%