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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CA
401
Claro Advisors
Massachusetts
$709K -$63.1K -658 -8%
LF
402
Lantz Financial
Illinois
$706K +$760K +7,927 New
SFC
403
SYM Financial Corp
Indiana
$706K +$760K +7,931 New
CI
404
CX Institutional
Indiana
$705K +$759K +7,915 New
DADC
405
D.A. Davidson & Co
Montana
$702K +$93.9K +979 +14%
CP
406
Covenant Partners
Tennessee
$693K +$746K +7,782 New
CFG
407
Cooper Financial Group
California
$690K +$743K +7,748 New
ATC
408
Argent Trust Co
Tennessee
$682K +$8.82K +92 +1%
CHC
409
City Holding Co
West Virginia
$681K -$8.63K -90 -1%
Luther King Capital Management (LKCM)
410
Luther King Capital Management (LKCM)
Texas
$681K
MSAM
411
Moloney Securities Asset Management
Missouri
$681K
RJT
412
Raymond James Trust
Florida
$680K +$71.9K +750 +11%
MG
413
Mather Group
Illinois
$679K -$1.15K -12 -0.2%
NWM
414
Northwest Wealth Management
Iowa
$659K -$90.7K -946 -11%
FA
415
FDx Advisors
Illinois
$657K +$326K +3,398 +85%
MMA
416
Miracle Mile Advisors
California
$655K +$1.92K +20 +0.3%
AWM
417
Avior Wealth Management
Nebraska
$651K -$23K -240 -3%
TFS
418
TrustCore Financial Services
Tennessee
$651K -$9.97K -104 -1%
EFSCE
419
Enterprise Financial Services Corp (EFSC)
Missouri
$651K +$701K +7,307 New
SC
420
Schoolcraft Capital
Colorado
$649K +$2.21K +23 +0.3%
GA
421
Greenspring Advisors
Maryland
$644K -$2.97K -31 -0.4%
AFC
422
AFT Forsyth & Company
Florida
$639K -$30.5K -318 -4%
BWM
423
Baystate Wealth Management
Massachusetts
$637K +$676K +7,049 +6,844%
PFS
424
Prospera Financial Services
Texas
$630K -$408K -4,253 -38%
IA
425
IFG Advisory
Georgia
$621K +$367K +3,832 +122%