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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
376
Geneos Wealth Management
Colorado
$534K +$288K +2,745 +116%
FNBOO
377
First National Bank of Omaha
Nebraska
$533K
WGCA
378
Wolf Group Capital Advisors
Virginia
$529K +$530K +5,058 New
RPCONE
379
Retirement Planning Company of New England
Rhode Island
$524K +$526K +5,022 New
MSFS
380
Main Street Financial Solutions
Pennsylvania
$523K -$7.97K -76 -1%
SIC
381
Shoker Investment Counsel
Ohio
$521K +$2.83K +27 +0.5%
AMCA
382
Arthur M. Cohen & Associates
Illinois
$516K +$197K +1,880 +32%
SFWC
383
Strategic Family Wealth Counselors
New Jersey
$512K +$513K +4,897 New
OCM
384
Objective Capital Management
Ohio
$508K +$509K +4,858 New
BB
385
Busey Bank
Illinois
$502K -$210 -2 -0%
First Trust Advisors
386
First Trust Advisors
Illinois
$501K -$37.5K -358 -7%
BF
387
Blankinship & Foster
California
$499K
RIA
388
Realta Investment Advisors
Delaware
$498K +$2.41K +23 +0.5%
WDG
389
Wealth Dimensions Group
Ohio
$492K -$13.5K -129 -3%
TIM
390
Thompson Investment Management
Wisconsin
$489K -$11.2K -107 -2%
WSTAM
391
Wilbanks Smith & Thomas Asset Management
Virginia
$489K
SCM
392
SOL Capital Management
Maryland
$482K +$30.9K +295 +7%
IFA
393
Index Fund Advisors
California
$481K +$483K +4,607 New
ACM
394
Azimuth Capital Management
Michigan
$478K +$23.6K +225 +5%
BOPW
395
Brandywine Oak Private Wealth
Pennsylvania
$474K +$14.3K +136 +3%
PWS
396
Private Wealth Strategies
Ohio
$472K +$2.31K +22 +0.5%
F
397
F3Logic
Minnesota
$465K +$2.2K +21 +0.5%
RM
398
Resource Management
Louisiana
$465K +$3.46K +33 +0.7%
GMA
399
Goldstein Munger & Associates
California
$462K
RC
400
RegentAtlantic Capital
New Jersey
$461K -$10.5K -100 -2%