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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
426
Hardy Reed
Mississippi
$234K +$209K +2,880 New
IFAM
427
Institutional & Family Asset Management
Colorado
$233K +$209K +2,871 New
Brown Advisory
428
Brown Advisory
Maryland
$231K +$206K +2,838 New
BPA
429
Beacon Pointe Advisors
California
$231K +$207K +2,853 New
HR
430
Howe & Rusling
New York
$229K -$13.4K -185 -6%
SWA
431
Stratos Wealth Advisors
Ohio
$229K +$204K +2,812 New
PP
432
Prosperity Planning
Missouri
$224K +$200K +2,752 New
FA
433
Fiducient Advisors
Illinois
$221K -$7.73M -106,334 -34%
ATIA
434
American Trust Investment Advisors
New Hampshire
$221K +$197K +2,716 New
MA
435
Mezzasalma Advisors
New Jersey
$216K +$193K +2,652 New
LB
436
Leo Brokerage
Texas
$213K +$191K +2,625 New
BBNA
437
Bremer Bank National Association
Minnesota
$209K +$187K +2,570 New
ONB
438
Old National Bancorp
Indiana
$209K +$187K +2,570 New
BJL
439
Brighton Jones LLC
Washington
$208K +$186K +2,559 New
AIC
440
Ameritas Investment Company
Nebraska
$207K +$185K +2,543 New
GWM
441
Geneos Wealth Management
Colorado
$206K -$19.6K -269 -12%
IAIM
442
International Assets Investment Management
Florida
$206K +$150K +2,065 New
MP
443
McDonald Partners
Ohio
$206K +$184K +2,531 New
SWM
444
SeaCrest Wealth Management
New York
$206K +$185K +2,539 New
Betterment LLC
445
Betterment LLC
New York
$205K +$183K +2,521 New
DIA
446
Dana Investment Advisors
Wisconsin
$204K +$182K +2,504 New
CH
447
Canton Hathaway
Rhode Island
$204K +$183K +2,514 New
JWM
448
Jeppson Wealth Management
California
$203K +$36.3K +500 +25%
PA
449
PFG Advisors
Arizona
$203K +$182K +2,498 New
FP
450
Financial Perspectives
Minnesota
$200K -$73 -1 -0%