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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Chevy Chase Trust
451
Chevy Chase Trust
Maryland
$489K -$5.6K -50 -1%
UFA
452
Uptown Financial Advisors
Texas
$488K – – –
WFA
453
Woodward Financial Advisors
North Carolina
$486K – – –
RPCONE
454
Retirement Planning Company of New England
Rhode Island
$484K -$21.1K -188 -4%
JWCA
455
J.W. Cole Advisors
Florida
$484K -$179K -1,598 -24%
DWT
456
Dorsey & Whitney Trust
South Dakota
$483K – – –
IFA
457
Index Fund Advisors
California
$477K +$2.24K +20 +0.5%
FAI
458
Fiduciary Advisors Inc
Missouri
$473K +$1.79K +16 +0.4%
EFS
459
Essex Financial Services
Connecticut
$473K -$51.6K -460 -10%
BCI
460
Brinker Capital Investments
Pennsylvania
$473K +$466K +4,160 New
TWM
461
TCFG Wealth Management
California
$472K -$138K -1,227 -24%
RWM
462
RMG Wealth Management
Wisconsin
$471K +$479K +4,278 +9,102%
FTWA
463
Fifth Third Wealth Advisors
Ohio
$471K +$24.5K +219 +6%
SW
464
SkyOak Wealth
Michigan
$470K +$2.8K +25 +0.6%
OCM
465
Orleans Capital Management
Louisiana
$459K +$452K +4,037 New
AAP
466
Arax Advisory Partners
Colorado
$455K +$448K +3,999 New
VNA
467
Valley National Advisers
Pennsylvania
$450K +$444K +3,962 New
NFP
468
NorthLanding Financial Partners
New York
$450K -$2.69K -24 -0.6%
FFN
469
Focus Financial Network
Minnesota
$448K +$18.4K +164 +4%
BI
470
Breachway Investments
Rhode Island
$443K +$436K +3,892 New
CST
471
Charles Schwab Trust
Nevada
$440K +$434K +3,872 New
ONB
472
Old National Bancorp
Indiana
$437K – – –
JFG
473
JMG Financial Group
Illinois
$437K +$13.3K +119 +3%
MWA
474
Monograph Wealth Advisors
California
$437K – – –
SCM
475
SOL Capital Management
Maryland
$436K – – –