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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWS
476
Keystone Wealth Services
California
$362K +$1.83K +18 +0.5%
WPC
477
Wedmont Private Capital
Pennsylvania
$362K +$42.7K +419 +14%
CL
478
CIM LLC
New York
$361K -$20K -196 -5%
MCM
479
Maple Capital Management
Vermont
$358K
OPS
480
Orion Portfolio Solutions
Nebraska
$357K +$356K +3,490 New
BJL
481
Brighton Jones LLC
Washington
$353K +$9.79K +96 +3%
MIC
482
Means Investment Company
Maine
$352K +$510 +5 +0.1%
MHS
483
M Holdings Securities
Oregon
$345K +$343K +3,367 New
DIA
484
Dana Investment Advisors
Wisconsin
$343K +$86.1K +845 +34%
S
485
SimplyRich
California
$341K
SIMM
486
Stillwater Investment Management (Minnesota)
Minnesota
$341K +$917 +9 +0.3%
SGI
487
Summit Global Investments
Utah
$339K
CIR
488
Clear Investment Research
Georgia
$338K -$18.1K -178 -5%
ML
489
Mayport LLC
Massachusetts
$338K
B
490
Bensler
Washington
$338K +$336K +3,301 New
EI
491
Ellevest Inc
New York
$333K +$5.5K +54 +2%
SC
492
SouthState Corp
Florida
$332K
SFWC
493
Strategic Family Wealth Counselors
New Jersey
$331K -$170K -1,664 -34%
MFC
494
Mechanics Financial Corp
Ohio
$330K
RFWA
495
RPg Family Wealth Advisory
Massachusetts
$329K
KBFS
496
Kohmann Bosshard Financial Services
Ohio
$326K
JWCA
497
J.W. Cole Advisors
Florida
$323K -$74.2K -728 -19%
IA
498
IFG Advisory
Georgia
$322K +$321K +3,146 New
BFAG
499
Blackston Financial Advisory Group
Florida
$317K +$320K +3,144 New
BC
500
Bartlett & Co
Ohio
$316K