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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
376
WNY Asset Management
New York
$629K +$1.02K +10 +0.2%
NP
377
NorthRock Partners
Minnesota
$619K -$14.4K -141 -2%
MAM
378
Mystic Asset Management
Rhode Island
$618K +$1.02K +10 +0.2%
HSWM
379
Hubbell Strickland Wealth Management
Louisiana
$613K -$132K -1,293 -18%
CFFP
380
Center for Financial Planning
Michigan
$612K
SFPG
381
Stonebridge Financial Planning Group
Florida
$612K +$33.8K +332 +6%
AC
382
Apella Capital
Connecticut
$605K
NOI
383
Newton One Investments
Delaware
$598K
KM
384
Kalos Management
Georgia
$596K +$621K +6,092 New
GG
385
Gofen & Glossberg
Illinois
$592K
AAS
386
Ameritas Advisory Services
Nebraska
$584K -$21.9K -215 -4%
HWA
387
Heritage Wealth Advisors
Virginia
$581K +$578K +5,670 New
CPSAC
388
Chas P. Smith & Associates (CPS)
Florida
$570K -$67.7K -664 -11%
TF
389
Tompkins Financial
New York
$569K -$23.2K -228 -4%
MSFS
390
Main Street Financial Solutions
Pennsylvania
$568K +$55K +540 +11%
VIA
391
Vickerman Investment Advisors
Washington
$562K -$6.93K -68 -1%
FFBTD
392
First Financial Bank - Trust Division
Ohio
$557K -$3.36K -33 -0.6%
TI
393
Trexquant Investment
Connecticut
$557K +$554K +5,439 New
AFS
394
Annapolis Financial Services
Maryland
$555K -$2.24K -22 -0.4%
TC
395
TAP Consulting
Missouri
$548K +$1.53K +15 +0.3%
GRP
396
Global Retirement Partners
California
$546K +$593K +5,820 New
RIA
397
Regal Investment Advisors
Michigan
$534K +$3.98K +39 +0.8%
RCAG
398
Rehmann Capital Advisory Group
Michigan
$534K +$102 +1 +0%
EA
399
Elm Advisors
California
$533K -$310K -3,040 -37%
BPA
400
Beacon Pointe Advisors
California
$532K +$328K +3,215 +162%