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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPW
326
Intergy Private Wealth
Colorado
$883K +$19.1K +181 +2%
CHJWM
327
Carlton Hofferkamp & Jenks Wealth Management
Texas
$875K +$183K +1,736 +21%
RDFA
328
Ritter Daniher Financial Advisory
Ohio
$866K -$66.9K -634 -7%
SCM
329
SCS Capital Management
Massachusetts
$853K +$923K +8,752 New
MLIC
330
Mandatum Life Insurance Company
Finland
$849K
SIMC
331
Squire Investment Management Company
Utah
$847K
VCS
332
Vaughan & Co Securities
New Jersey
$842K -$7.38K -70 -0.8%
ET
333
Equitable Trust
Tennessee
$837K
CKAIS
334
Christensen King & Associates Investment Services
Washington
$836K +$15.1K +143 +2%
BBHC
335
Brown Brothers Harriman & Co
New York
$835K
CA
336
Claro Advisors
Massachusetts
$817K -$27.1K -257 -3%
DBIA
337
Dumont & Blake Investment Advisors
New Jersey
$804K
SWP
338
Stratos Wealth Partners
Ohio
$803K -$46.4K -440 -5%
PIMG
339
Patriot Investment Management Group
Tennessee
$801K -$3.69K -35 -0.4%
AI
340
Atria Investments
North Carolina
$792K +$857K +8,120 New
SAG
341
SageView Advisory Group
California
$780K -$4.96K -47 -0.6%
TIM
342
Thompson Investment Management
Wisconsin
$778K +$17.1K +162 +2%
MSFS
343
Main Street Financial Solutions
Pennsylvania
$777K -$3.27K -31 -0.4%
WP
344
WealthShield Partners
North Carolina
$776K
HNWAG
345
High Net Worth Advisory Group
Florida
$770K
SFC
346
Sprinkle Financial Consultants
Colorado
$763K +$2.95K +28 +0.4%
BFAG
347
Blackston Financial Advisory Group
Florida
$755K -$62.9K -596 -7%
BJL
348
Brighton Jones LLC
Washington
$753K +$3.48K +33 +0.4%
CFA
349
Cahill Financial Advisors
Minnesota
$752K +$211 +2 +0%
CSP
350
Cary Street Partners
Virginia
$751K -$67.7K -642 -8%