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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAG
376
Briggs Advisory Group
Rhode Island
$865K -$1.92K -20 -0.2%
BBPWM
377
Blue Bell Private Wealth Management
Pennsylvania
$853K +$770K +8,032 +518%
DL
378
DOHJ LLC
Washington
$850K +$156K +1,624 +20%
SA
379
Sunesis Advisors
Kansas
$838K -$5.95K -62 -0.7%
VWM
380
Valley Wealth Managers
New Jersey
$803K -$139K -1,448 -14%
CFD
381
Creative Financial Designs
Indiana
$800K +$245K +2,554 +40%
APWM
382
Atlas Private Wealth Management
New York
$799K +$33.8K +353 +4%
MFA
383
Mayflower Financial Advisors
Massachusetts
$798K +$860K +8,967 New
AllianceBernstein
384
AllianceBernstein
Tennessee
$789K -$74.8K -780 -8%
IWN
385
Independent Wealth Network
Iowa
$786K -$82.7K -863 -9%
AL
386
ACAS LLC
California
$779K -$13K -136 -2%
VCS
387
Vaughan & Co Securities
New Jersey
$778K
VWA
388
Visionary Wealth Advisors
Illinois
$778K +$31.4K +328 +4%
MLIC
389
Mandatum Life Insurance Company
Finland
$776K -$104K -1,088 -11%
WPW
390
Waldron Private Wealth
Pennsylvania
$765K -$823K -8,588 -50%
JFA
391
JNBA Financial Advisors
Minnesota
$764K -$5.37K -56 -0.6%
TA
392
TrueWealth Advisors
Alabama
$756K +$130K +1,352 +19%
PGFC
393
Peapack-Gladstone Financial Corp
New Jersey
$751K
FMII
394
Farmers & Merchants Investments Inc
Nebraska
$749K
HI
395
Harbour Investments
Wisconsin
$747K +$804K +8,386 New
KWS
396
Keystone Wealth Services
California
$736K +$454K +4,732 +134%
VWM
397
Venturi Wealth Management
Texas
$736K +$793K +8,269 New
SI
398
Stephens Inc
Arkansas
$729K +$92K +960 +13%
SHFP
399
Second Half Financial Partners
Florida
$723K
PPW
400
Pinnacle Private Wealth
Massachusetts
$718K -$18.5K -193 -2%