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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
401
Elevation Wealth Partners
California
$559K +$2K +19 +0.3%
VC
402
Vicus Capital
Pennsylvania
$559K -$98.1K -930 -14%
VFIC
403
Valley Forge Investment Consultants
Pennsylvania
$558K
SI
404
Stephens Inc
Arkansas
$554K -$245K -2,321 -29%
HSWM
405
Hubbell Strickland Wealth Management
Louisiana
$553K -$36.2K -343 -6%
MA
406
Mutual Advisors
Nebraska
$550K -$4.71M -44,609 -88%
CFD
407
Creative Financial Designs
Indiana
$546K +$3.48K +33 +0.6%
FTS
408
Fifth Third Securities
Ohio
$545K -$8.02K -76 -1%
EA
409
Enclave Advisors
Texas
$544K -$278K -2,635 -32%
MWP
410
Meredith Wealth Planning
Illinois
$542K -$4.33K -41 -0.7%
PIA
411
Panoramic Investment Advisors
Colorado
$534K
LWL
412
Leo Wealth LLC
Texas
$529K +$1.37K +13 +0.2%
SB
413
Strategic Blueprint
Georgia
$529K -$442K -4,187 -44%
First Trust Advisors
414
First Trust Advisors
Illinois
$527K +$50.2K +476 +10%
AIA
415
Accelerate Investment Advisors
California
$527K +$1.9K +18 +0.3%
Charles Schwab
416
Charles Schwab
California
$525K -$4.22K -40 -0.7%
SMA
417
Sage Mountain Advisors
Georgia
$521K
NWM
418
Northwest Wealth Management
Iowa
$520K +$633 +6 +0.1%
SCA
419
Snowden Capital Advisors
New York
$516K -$2.22K -21 -0.4%
AC
420
AWM Capital
Arizona
$513K
GSC
421
Ground Swell Capital
South Carolina
$512K +$555K +5,257 New
Betterment LLC
422
Betterment LLC
New York
$512K +$34.2K +324 +7%
CAM
423
Cozad Asset Management
Illinois
$511K -$16.9K -160 -3%
DIA
424
Dana Investment Advisors
Wisconsin
$511K -$44.8K -425 -8%
BC
425
Barrett & Company
Rhode Island
$506K +$8.97K +85 +2%