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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
326
Global Trust Asset Management
Florida
$270K
LC
327
LCNB Corp
Ohio
$270K +$14.8K +200 +6%
MFW
328
Mosaic Family Wealth
Missouri
$269K -$5.34K -72 -2%
9WM
329
9258 Wealth Management
Ohio
$269K +$297 +4 +0.1%
FNB
330
Farmers National Bank
Kentucky
$267K +$4.75K +64 +2%
CCM
331
Coldstream Capital Management
Washington
$265K -$24.2K -326 -8%
EFSCE
332
Enterprise Financial Services Corp (EFSC)
Missouri
$263K +$200K +2,700 +324%
KCM
333
Kendall Capital Management
Maryland
$260K +$8.16K +110 +3%
RWP
334
RWA Wealth Partners
Massachusetts
$257K
FTS
335
Fifth Third Securities
Ohio
$255K +$255K +3,436 New
AP
336
Advisor Partners
California
$253K
PAM
337
Peak Asset Management
Colorado
$253K
S
338
SimplyRich
California
$253K +$253K +3,406 New
FA
339
Fortis Advisors
Pennsylvania
$251K
ACM
340
Azimuth Capital Management
Michigan
$250K
SWM
341
SeaCrest Wealth Management
New York
$248K -$2.23K -30 -0.9%
TI
342
Truepoint Inc
Ohio
$247K
LWANC
343
Laurel Wealth Advisors (North Carolina)
North Carolina
$238K +$55.5K +748 +30%
Verition Fund Management
344
Verition Fund Management
Connecticut
$238K +$238K +3,206 New
OIA
345
OneDigital Investment Advisors
Kansas
$235K +$18.1K +244 +8%
SCM
346
SOL Capital Management
Maryland
$233K +$10.4K +140 +5%
WIC
347
Whitegate Investment Counselors
New Hampshire
$232K +$3.71K +50 +2%
MCP
348
Mirador Capital Partners
California
$230K
PSF
349
Pacific Sun Financial
California
$230K +$230K +3,094 New
DC
350
Davenport & Co
Virginia
$229K +$228K +3,076 New