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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MLIC
351
Mandatum Life Insurance Company
Finland
$898K
CT
352
Coastline Trust
Rhode Island
$886K -$859K -9,432 -52%
BAM
353
Belpointe Asset Management
Nevada
$880K +$225K +2,471 +41%
MG
354
Mather Group
Illinois
$877K +$100K +1,097 +15%
SAG
355
SageView Advisory Group
California
$877K +$172K +1,884 +27%
WANY
356
Wealthspire Advisors (New York)
New York
$865K -$41.2K -452 -5%
WPW
357
Waldron Private Wealth
Pennsylvania
$864K -$68.9K -756 -8%
MSWMA
358
Market Street Wealth Management Advisors
Indiana
$860K -$179K -1,965 -19%
CWM
359
Concentric Wealth Management
California
$856K -$68.5K -752 -8%
Brown Advisory
360
Brown Advisory
Maryland
$846K -$19.3K -212 -3%
FFN
361
Focus Financial Network
Minnesota
$843K +$541K +5,934 +264%
MSFS
362
Main Street Financial Solutions
Pennsylvania
$828K +$199K +2,187 +37%
IPW
363
Intergy Private Wealth
Colorado
$828K -$46.7K -513 -6%
KFS
364
Kelly Financial Services
Massachusetts
$826K +$707K +7,754 +3,029%
CAM
365
Cozad Asset Management
Illinois
$826K -$468K -5,134 -39%
HNWAG
366
High Net Worth Advisory Group
Florida
$825K
DSN
367
D. Scott Neal
Kentucky
$821K
FDCDDQ
368
Federation des caisses Desjardins du Quebec
Quebec, Canada
$814K
CT
369
Columbia Trust
Oregon
$813K +$452K +4,958 +169%
NF
370
Nikulski Financial
Iowa
$796K +$37.4K +410 +6%
IFG
371
Independent Financial Group
California
$796K +$44.8K +492 +7%
SFC
372
Sprinkle Financial Consultants
Colorado
$795K +$703K +7,711 New
VIA
373
Vickerman Investment Advisors
Washington
$790K -$119K -1,303 -15%
PPW
374
Presilium Private Wealth
Pennsylvania
$790K +$698K +7,661 New
JFA
375
JNBA Financial Advisors
Minnesota
$781K -$38.6K -424 -5%