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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TC
401
TAP Consulting
Missouri
$500K -$5.03K -55 -1%
AFS
402
Annapolis Financial Services
Maryland
$500K
FHC
403
First Heartland Consultants
Missouri
$493K -$1.68M -18,372 -78%
TIM
404
Thompson Investment Management
Wisconsin
$490K +$10.5K +115 +2%
WPC
405
Wedmont Private Capital
Pennsylvania
$489K +$193K +2,114 +72%
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$483K -$146K -1,597 -24%
SFPG
407
Stonebridge Financial Planning Group
Florida
$482K +$16.9K +185 +4%
BC
408
Barrett & Company
Rhode Island
$481K -$8.69K -95 -2%
SMA
409
Sage Mountain Advisors
Georgia
$480K
BFAG
410
Blackston Financial Advisory Group
Florida
$469K +$19.7K +215 +5%
RPCONE
411
Retirement Planning Company of New England
Rhode Island
$468K +$4.57K +50 +1%
ACIM
412
Azimuth Capital Investment Management
Michigan
$465K +$4.57K +50 +1%
KFI
413
Key Financial Inc
Pennsylvania
$465K +$48.2K +527 +12%
LB
414
Leo Brokerage
Texas
$461K +$1.37K +15 +0.3%
FFBTD
415
First Financial Bank - Trust Division
Ohio
$459K
RIA
416
Realta Investment Advisors
Delaware
$458K +$1.83K +20 +0.4%
RWP
417
RWA Wealth Partners
Massachusetts
$456K +$438K +4,793 New
TF
418
Tompkins Financial
New York
$455K
WEG
419
World Equity Group
Illinois
$450K +$433K +4,735 New
BB
420
Busey Bank
Illinois
$446K
SIC
421
Shoker Investment Counsel
Ohio
$446K
TRIA
422
Trail Ridge Investment Advisors
Colorado
$444K
PWS
423
Private Wealth Strategies
Ohio
$440K +$1.65K +18 +0.4%
First Trust Advisors
424
First Trust Advisors
Illinois
$438K +$4.94K +54 +1%
RSWM
425
Robertson Stephens Wealth Management
California
$436K -$2.52M -27,556 -86%