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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UFA
451
Uptown Financial Advisors
Texas
$427K – – –
VCP
452
Vista Capital Partners
Oregon
$426K – – –
SCM
453
SOL Capital Management
Maryland
$423K -$10.9K -115 -3%
Chevy Chase Trust
454
Chevy Chase Trust
Maryland
$423K – – –
DWT
455
Dorsey & Whitney Trust
South Dakota
$422K – – –
CIAS
456
Capital Investment Advisory Services
North Carolina
$420K +$70.6K +748 +22%
PWMA
457
Pension & Wealth Management Advisors
Massachusetts
$417K – – –
RSWM
458
Robertson Stephens Wealth Management
California
$417K -$7.74K -82 -2%
GRP
459
Global Retirement Partners
California
$417K +$395K +4,187 New
SAG
460
SageView Advisory Group
California
$416K -$377K -3,989 -50%
DADC
461
D.A. Davidson & Co
Montana
$414K -$44.7K -473 -10%
IFA
462
Index Fund Advisors
California
$413K +$1.51K +16 +0.4%
FTWA
463
Fifth Third Wealth Advisors
Ohio
$412K +$36K +381 +10%
VFIC
464
Valley Forge Investment Consultants
Pennsylvania
$411K -$150K -1,590 -28%
FAI
465
Fiduciary Advisors Inc
Missouri
$411K +$13.3K +141 +4%
DAS
466
Dynamic Advisor Solutions
Arizona
$410K -$9.63K -102 -2%
BL
467
BFSG LLC
California
$405K -$48.2K -510 -11%
MSAM
468
Moloney Securities Asset Management
Missouri
$403K -$38.7K -410 -9%
SFC
469
SYM Financial Corp
Indiana
$395K – – –
VNA
470
Valley National Advisers
Pennsylvania
$394K – – –
GIA
471
Gladstone Institutional Advisory
Florida
$392K -$112K -1,190 -23%
SIC
472
Shoker Investment Counsel
Ohio
$390K -$59.2K -627 -14%
HW
473
Hancock Whitney
Mississippi
$388K -$205K -2,168 -36%
MWA
474
Monograph Wealth Advisors
California
$382K – – –
GLA
475
Great Lakes Advisors
Illinois
$379K -$12.7K -134 -3%