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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VPWA
376
Vestia Personal Wealth Advisors
Indiana
$571K +$577K +5,871 New
RSWM
377
Robertson Stephens Wealth Management
California
$570K +$25.1K +255 +5%
FTUS
378
Flow Traders U.S.
New York
$570K -$2.12M -21,541 -79%
BPA
379
Beacon Pointe Advisors
California
$567K -$69.8K -710 -11%
BHWM
380
Beaird Harris Wealth Management
Texas
$562K -$19.9K -202 -3%
RIA
381
Richwood Investment Advisors
Ohio
$558K -$2.16K -22 -0.4%
SHGA
382
Sand Hill Global Advisors
California
$552K +$557K +5,670 New
EWP
383
Elevation Wealth Partners
California
$551K +$2.46K +25 +0.4%
DADC
384
D.A. Davidson & Co
Montana
$549K +$98 +1 +0%
USCWA
385
U.S. Capital Wealth Advisors
Texas
$546K +$13.9K +141 +3%
MWP
386
Meredith Wealth Planning
Illinois
$542K +$5.11K +52 +0.9%
NP
387
NorthRock Partners
Minnesota
$539K +$4.62K +47 +0.9%
SWC
388
Spectrum Wealth Counsel
Indiana
$537K
AAS
389
Ameritas Advisory Services
Nebraska
$534K +$39.7K +404 +8%
CCFM
390
Clear Creek Financial Management
Washington
$534K +$51.3K +522 +11%
CFP
391
Cypress Financial Planning
New Jersey
$520K +$145K +1,474 +38%
TC
392
TAP Consulting
Missouri
$518K +$393 +4 +0.1%
KCM
393
Kendall Capital Management
Maryland
$513K +$519K +5,277 New
AC
394
AWM Capital
Arizona
$513K
CFD
395
Creative Financial Designs
Indiana
$510K +$1.97K +20 +0.4%
LWL
396
Leo Wealth LLC
Texas
$504K +$1.77K +18 +0.3%
WIA
397
World Investment Advisors
California
$498K -$2.5M -25,457 -83%
CSA
398
Cottage Street Advisors
Massachusetts
$497K -$477K -4,850 -49%
CIAS
399
Capital Investment Advisory Services
North Carolina
$497K -$23.7K -241 -5%
BC
400
Barrett & Company
Rhode Island
$495K +$786 +8 +0.2%