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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
476
Forvis Mazars Wealth Advisors
Missouri
$247K -$31K -307 -11%
CI
477
Chartist Inc
California
$247K +$248K +2,453 New
HCM
478
Hollencrest Capital Management
California
$245K
MP
479
McDonald Partners
Ohio
$244K +$606 +6 +0.2%
GWA
480
GGM Wealth Advisors
Maryland
$243K -$2.64M -26,127 -92%
GWM
481
Geneos Wealth Management
Colorado
$243K -$29.1K -288 -11%
CST
482
Charles Schwab Trust
Nevada
$242K -$70.5K -698 -23%
ONB
483
Old National Bancorp
Indiana
$242K -$11.4K -113 -4%
BPA
484
Beacon Pointe Advisors
California
$242K +$2.52K +25 +1%
CA
485
Continuum Advisory
Idaho
$241K -$277K -2,747 -53%
SPL
486
Smart Portfolios LLC
Washington
$241K -$54.6K -541 -18%
GGS
487
Galvin Gaustad & Stein
Arizona
$241K -$13.4K -133 -5%
AIM
488
Anchor Investment Management
South Carolina
$241K +$10.6K +105 +5%
AP
489
Atwood & Palmer
Missouri
$239K
RRC
490
Relaxing Retirement Coach
Massachusetts
$239K
FCBT
491
First Citizens Bank & Trust
North Carolina
$235K +$17.3K +171 +8%
KL
492
KWMG LLC
Kansas
$233K -$9.49K -94 -4%
MA
493
Mezzasalma Advisors
New Jersey
$233K
HI
494
Harbour Investments
Wisconsin
$232K -$133K -1,321 -36%
HW
495
Hedeker Wealth
Illinois
$232K +$6.36K +63 +3%
PFA
496
Pinnacle Family Advisors
Missouri
$229K -$11.1M -110,256 -98%
TPA
497
Trivium Point Advisory
Connecticut
$229K +$21.6K +214 +11%
GL
498
Graypoint LLC
New York
$228K
Brown Advisory
499
Brown Advisory
Maryland
$225K -$60.6K -600 -21%
PAM
500
Peak Asset Management
Colorado
$221K