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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HSWM
401
Hubbell Strickland Wealth Management
Louisiana
$543K +$879 +9 +0.2%
CFFP
402
Center for Financial Planning
Michigan
$539K
CL
403
Choreo LLC
Illinois
$537K +$58.6K +600 +12%
IFG
404
Independent Financial Group
California
$537K -$782 -8 -0.1%
FAM
405
Frontier Asset Management
Wyoming
$536K -$748K -7,659 -57%
RDFA
406
Ritter Daniher Financial Advisory
Ohio
$536K +$61.1K +625 +12%
JIC
407
Johnson Investment Counsel
Ohio
$536K -$36.1K -369 -6%
SB
408
Strategic Blueprint
Georgia
$534K -$108K -1,102 -16%
BPA
409
Beacon Pointe Advisors
California
$533K -$1.95K -20 -0.4%
HI
410
HBK Investments
Texas
$530K +$553K +5,665 New
SDWMA
411
Schneider Downs Wealth Management Advisors
Pennsylvania
$525K +$1.66K +17 +0.3%
MWP
412
Meredith Wealth Planning
Illinois
$512K +$293 +3 +0.1%
MCM
413
MV Capital Management
Maryland
$509K +$477K +4,887 +890%
CFG
414
Cooper Financial Group
California
$507K +$2.64K +27 +0.5%
JWM
415
JGP Wealth Management
Oregon
$499K -$5.57K -57 -1%
TC
416
TAP Consulting
Missouri
$497K +$1.66K +17 +0.3%
AFS
417
Annapolis Financial Services
Maryland
$492K
CFP
418
Cypress Financial Planning
New Jersey
$489K +$8.89K +91 +2%
SWA
419
Stratos Wealth Advisors
Ohio
$485K -$202K -2,066 -29%
CPSAC
420
Chas P. Smith & Associates (CPS)
Florida
$484K -$15.1K -155 -3%
WSTAM
421
Wilbanks Smith & Thomas Asset Management
Virginia
$484K +$58.3K +597 +13%
BC
422
Barrett & Company
Rhode Island
$483K +$12.9K +132 +3%
SMA
423
Sage Mountain Advisors
Georgia
$473K
AFG
424
Atomi Financial Group
New York
$472K +$493K +5,048 New
TIM
425
Thompson Investment Management
Wisconsin
$472K +$4.4K +45 +0.9%