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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
451
TrueWealth Advisors
Alabama
$339K -$405K -4,380 -52%
CWP
452
Curated Wealth Partners
California
$339K – – –
GIA
453
Gladstone Institutional Advisory
Florida
$338K -$628K -6,792 -62%
MCM
454
Maple Capital Management
Vermont
$336K – – –
GPA
455
Guidance Point Advisors
Massachusetts
$332K +$2.22K +24 +0.6%
HHRDM
456
H&H Retirement Design & Management
Nevada
$331K -$370 -4 -0.1%
CIA
457
Capital Investment Advisors
Georgia
$330K – – –
NS
458
Newman & Schimel
Illinois
$329K – – –
VCP
459
Vista Capital Partners
Oregon
$328K – – –
LWA
460
LWS Wealth Advisors
New Jersey
$325K +$8.97K +97 +3%
ANTB
461
AMG National Trust Bank
Colorado
$323K +$23.1K +250 +7%
MWA
462
Monograph Wealth Advisors
California
$317K – – –
RDFA
463
Ritter Daniher Financial Advisory
Ohio
$316K -$116K -1,255 -25%
WC
464
Weil Company
California
$316K +$6.57K +71 +2%
CCA
465
Clearwater Capital Advisors
Illinois
$313K – – –
WS
466
Wedbush Securities
California
$310K -$28.3K -306 -8%
DY
467
Dowling & Yahnke
California
$310K +$185 +2 +0.1%
HWA
468
HHM Wealth Advisors
Tennessee
$308K – – –
Millennium Management
469
Millennium Management
New York
$306K +$343K +3,706 New
SFPM
470
Sensible Financial Planning & Management
Massachusetts
$302K – – –
JWCA
471
J.W. Cole Advisors
Florida
$302K +$45.3K +490 +15%
NP
472
NorthRock Partners
Minnesota
$298K -$224K -2,418 -40%
RFWA
473
RPg Family Wealth Advisory
Massachusetts
$298K – – –
HF
474
HRT Financial
New York
$297K -$2.93M -31,705 -90%
MBT
475
Montecito Bank & Trust
California
$297K – – –