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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
351
Center for Financial Planning
Michigan
$639K
BGAI
352
Bruce G. Allen Investments
Colorado
$639K +$2.75K +28 +0.4%
EFS
353
Essex Financial Services
Connecticut
$624K +$308K +3,134 +104%
VWM
354
Valley Wealth Managers
New Jersey
$621K -$18.2K -185 -3%
SWM
355
SigFig Wealth Management
California
$621K +$297K +3,025 +90%
FTS
356
Fifth Third Securities
Ohio
$619K -$26.5K -270 -4%
CB
357
Commerce Bank
Missouri
$618K
IFG
358
Independent Financial Group
California
$614K -$41.2K -419 -6%
PS
359
Principal Securities
Iowa
$613K +$112K +1,143 +22%
QWP
360
Quotient Wealth Partners
Texas
$612K -$214K -2,177 -26%
TC
361
TAGStone Capital
North Carolina
$611K +$3.05K +31 +0.5%
HWA
362
Heritage Wealth Advisors
Virginia
$610K
Charles Schwab
363
Charles Schwab
California
$606K -$14.3K -146 -2%
CAM
364
Close Asset Management
United Kingdom
$603K
CA
365
Clearstead Advisors
Ohio
$600K +$416K +4,229 +218%
NWM
366
Northwest Wealth Management
Iowa
$592K -$5.41K -55 -0.9%
JFG
367
JMG Financial Group
Illinois
$588K -$295 -3 -0%
JIC
368
Johnson Investment Counsel
Ohio
$588K
CAM
369
Cozad Asset Management
Illinois
$588K -$147K -1,497 -20%
BB
370
Busey Bank
Illinois
$587K +$67.5K +687 +13%
HWM
371
HighMark Wealth Management
Minnesota
$584K -$20.2K -206 -3%
PAMG
372
Patton Albertson Miller Group
Tennessee
$583K
NOI
373
Newton One Investments
Delaware
$582K +$2.85K +29 +0.5%
FA
374
Financial Alternatives
California
$581K
HSWM
375
Hubbell Strickland Wealth Management
Louisiana
$572K -$3.64K -37 -0.6%