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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
351
Vivaldi Capital Management
Illinois
$363K
PWS
352
Private Wealth Strategies
Ohio
$362K +$349K +4,504 New
CMO
353
Covenant Multifamily Offices
Texas
$358K +$185K +2,382 +68%
GWM
354
Geneos Wealth Management
Colorado
$356K -$20.6K -266 -6%
CIA
355
Capital Investment Advisors
Georgia
$356K +$1.08K +14 +0.3%
9WM
356
9258 Wealth Management
Ohio
$356K +$62.6K +808 +22%
TIM
357
Thompson Investment Management
Wisconsin
$353K -$42.6K -550 -11%
RM
358
Resource Management
Louisiana
$350K +$2.63K +34 +0.8%
Betterment LLC
359
Betterment LLC
New York
$350K +$4.34K +56 +1%
SFPM
360
Sensible Financial Planning & Management
Massachusetts
$349K
VFA
361
Valeo Financial Advisors
Indiana
$346K -$6.82K -88 -2%
BZWA
362
Blue Zone Wealth Advisors
California
$346K +$333K +4,300 New
HW
363
Hancock Whitney
Mississippi
$341K +$329K +4,238 New
MBT
364
Montecito Bank & Trust
California
$338K -$336K -4,340 -51%
RIA
365
Realta Investment Advisors
Delaware
$338K -$6.36K -82 -2%
TFS
366
TrustCore Financial Services
Tennessee
$334K +$62.9K +812 +24%
WGCA
367
Wolf Group Capital Advisors
Virginia
$333K -$41.1K -530 -11%
AllianceBernstein
368
AllianceBernstein
Tennessee
$333K
CIR
369
Clear Investment Research
Georgia
$332K -$9.92K -128 -3%
FFN
370
Focus Financial Network
Minnesota
$331K +$94.4K +1,218 +42%
JA
371
JOYN Advisors
Georgia
$331K -$219K -2,820 -41%
ATPW
372
Ashton Thomas Private Wealth
Arizona
$322K +$311K +4,010 New
VNA
373
Valley National Advisers
Pennsylvania
$319K
VCP
374
Vista Capital Partners
Oregon
$319K
RFWA
375
RPg Family Wealth Advisory
Massachusetts
$317K -$4.5K -58 -1%