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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WANY
326
Wealthspire Advisors (New York)
New York
$779K -$138K -1,511 -16%
HNWAG
327
High Net Worth Advisory Group
Florida
$761K
CA
328
Claro Advisors
Massachusetts
$757K -$10.4K -114 -1%
BBPWM
329
Blue Bell Private Wealth Management
Pennsylvania
$740K -$174K -1,904 -20%
TAIM
330
TD Ameritrade Investment Management
Nebraska
$738K -$36.4K -398 -5%
SI
331
Stephens Inc
Arkansas
$732K -$45.6K -499 -6%
CHC
332
City Holding Co
West Virginia
$730K +$18.3K +200 +3%
Luther King Capital Management (LKCM)
333
Luther King Capital Management (LKCM)
Texas
$727K
MCCA
334
Mill Creek Capital Advisors
Pennsylvania
$726K
RIA
335
Regal Investment Advisors
Michigan
$723K -$64.2K -702 -8%
MG
336
Mather Group
Illinois
$716K -$3.75K -41 -0.5%
MSAM
337
Moloney Securities Asset Management
Missouri
$713K
LWM
338
LJI Wealth Management
Indiana
$699K +$5.21K +57 +0.8%
SC
339
Schoolcraft Capital
Colorado
$697K
AFC
340
AFT Forsyth & Company
Florida
$686K +$914 +10 +0.1%
BFO
341
Boston Family Office
Massachusetts
$682K
NWM
342
Northwest Wealth Management
Iowa
$682K +$640 +7 +0.1%
GS
343
GTS Securities
Florida
$667K +$642K +7,019 New
BAM
344
Belpointe Asset Management
Nevada
$663K -$436K -4,774 -41%
SWA
345
Stratos Wealth Advisors
Ohio
$663K +$164K +1,789 +35%
QHA
346
Quarry Hill Advisors
Minnesota
$655K
ACA
347
Atlas Capital Advisors
Wyoming
$645K
FHA
348
First Horizon Advisors
Tennessee
$637K +$59.1K +647 +11%
BJL
349
Brighton Jones LLC
Washington
$635K -$3.84K -42 -0.6%
WAM
350
WNY Asset Management
New York
$629K +$9.96K +109 +2%