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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
326
Independent Financial Group
California
$453K +$405K +5,568 New
RIA
327
Regal Investment Advisors
Michigan
$451K +$403K +5,544 New
CS
328
Comerica Securities
Michigan
$449K -$10.7K -147 -3%
FFBTD
329
First Financial Bank - Trust Division
Ohio
$446K -$73 -1 -0%
CAM
330
Cresset Asset Management
Illinois
$445K +$148K +2,040 +60%
AFS
331
Annapolis Financial Services
Maryland
$439K +$393K +5,402 New
BF
332
Blankinship & Foster
California
$438K -$15.2K -209 -4%
TIM
333
Thompson Investment Management
Wisconsin
$432K -$15K -207 -4%
CFG
334
Citizens Financial Group
Rhode Island
$431K -$73 -1 -0%
TNB
335
TCF National Bank
South Dakota
$428K
AW
336
Avion Wealth
Texas
$424K
FNBOO
337
First National Bank of Omaha
Nebraska
$420K -$3.2K -44 -0.8%
JIC
338
Johnson Investment Counsel
Ohio
$416K +$18.9K +260 +5%
LWA
339
LWS Wealth Advisors
New Jersey
$415K -$8.72K -120 -2%
VFA
340
Voya Financial Advisors
Connecticut
$412K +$43.2K +594 +13%
SIC
341
Shoker Investment Counsel
Ohio
$404K -$73 -1 -0%
JWM
342
JGP Wealth Management
Oregon
$393K +$8.79K +121 +3%
SBSB
343
Sullivan, Bruyette, Speros & Blaney
Virginia
$393K +$140K +1,929 +66%
MAFM
344
Mid Atlantic Financial Management
Pennsylvania
$392K +$351K +4,826 New
BB
345
Busey Bank
Illinois
$391K
CL
346
CIM LLC
New York
$389K -$316K -4,350 -50%
Mercer Global Advisors
347
Mercer Global Advisors
Colorado
$388K -$297K -4,086 -46%
OPS
348
Orion Portfolio Solutions
Nebraska
$387K +$346K +4,763 New
AllianceBernstein
349
AllianceBernstein
Tennessee
$382K +$2.47K +34 +0.7%
FHA
350
First Horizon Advisors
Tennessee
$381K -$6.9K -95 -2%