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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
426
Ameritas Advisory Services
Nebraska
$514K -$110K -1,111 -18%
RPCONE
427
Retirement Planning Company of New England
Rhode Island
$511K +$4.96K +50 +1%
CCFM
428
Clear Creek Financial Management
Washington
$510K +$56.4K +568 +13%
RWP
429
RWA Wealth Partners
Massachusetts
$503K +$10.6K +107 +2%
KFI
430
Key Financial Inc
Pennsylvania
$503K
First Trust Advisors
431
First Trust Advisors
Illinois
$501K +$11K +111 +2%
ACIM
432
Azimuth Capital Investment Management
Michigan
$493K -$19.8K -200 -4%
WPC
433
Wedmont Private Capital
Pennsylvania
$491K +$298 +3 +0.1%
BCG
434
Breakwater Capital Group
New Jersey
$488K +$51.7K +521 +12%
DWM
435
Dakota Wealth Management
Florida
$488K +$794 +8 +0.2%
SAI
436
Savvy Advisors Inc
New York
$484K -$58K -584 -11%
AFS
437
Annapolis Financial Services
Maryland
$482K -$31.1K -313 -6%
PWS
438
Private Wealth Strategies
Ohio
$481K +$1.69K +17 +0.4%
VA
439
Valmark Advisers
Ohio
$477K +$40K +403 +10%
MCCA
440
Mill Creek Capital Advisors
Pennsylvania
$476K
JWCA
441
J.W. Cole Advisors
Florida
$475K -$88.1K -888 -16%
SCM
442
SOL Capital Management
Maryland
$473K
BFO
443
Boston Family Office
Massachusetts
$471K -$66.8K -673 -13%
SFPG
444
Stonebridge Financial Planning Group
Florida
$468K -$4.96K -50 -1%
CPSAC
445
Chas P. Smith & Associates (CPS)
Florida
$463K -$5.56K -56 -1%
SIC
446
Shoker Investment Counsel
Ohio
$462K -$13.2K -133 -3%
NFP
447
NorthLanding Financial Partners
New York
$460K -$4.37K -44 -1%
RJT
448
Raymond James Trust
Florida
$459K -$26.5K -267 -6%
GA
449
Greenspring Advisors
Maryland
$457K
SFG
450
Sage Financial Group
Pennsylvania
$455K +$45.5K +458 +12%