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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
476
JGP Wealth Management
Oregon
$449K +$13.7K +143 +3%
SIC
477
Shoker Investment Counsel
Ohio
$445K +$575 +6 +0.1%
RC
478
RegentAtlantic Capital
New Jersey
$445K +$56.5K +589 +13%
CFP
479
Cypress Financial Planning
New Jersey
$445K +$479K +4,995 New
Walleye Capital
480
Walleye Capital
New York
$438K +$472K +4,920 New
RPCONE
481
Retirement Planning Company of New England
Rhode Island
$437K +$959 +10 +0.2%
TIM
482
Thompson Investment Management
Wisconsin
$434K +$14K +146 +3%
EFS
483
Essex Financial Services
Connecticut
$433K +$47.9K +500 +11%
Deutsche Bank
484
Deutsche Bank
Germany
$431K +$282K +2,946 +155%
BB
485
Busey Bank
Illinois
$428K
TF
486
Tompkins Financial
New York
$426K -$74K -772 -14%
RIA
487
Realta Investment Advisors
Delaware
$426K -$4.32K -45 -0.9%
BF
488
Blankinship & Foster
California
$425K
SFPG
489
Stonebridge Financial Planning Group
Florida
$424K -$116K -1,214 -20%
WANY
490
Wealthspire Advisors (New York)
New York
$424K +$87.2K +909 +24%
SCM
491
SOL Capital Management
Maryland
$422K +$12K +125 +3%
TGAM
492
TBH Global Asset Management
Tennessee
$421K +$96K +1,001 +27%
AT
493
American Trust
Kentucky
$420K -$179K -1,870 -28%
WSTAM
494
Wilbanks Smith & Thomas Asset Management
Virginia
$414K -$2.11K -22 -0.5%
First Trust Advisors
495
First Trust Advisors
Illinois
$411K -$11.7K -122 -3%
IFA
496
Index Fund Advisors
California
$411K +$575 +6 +0.1%
BTWM
497
Baker Tilly Wealth Management
Wisconsin
$411K +$442K +4,611 New
WQ
498
Wealth Quarterback
New Jersey
$407K +$438K +4,567 New
EL
499
EQ LLC
Washington
$407K +$438K +4,570 New
PWS
500
Private Wealth Strategies
Ohio
$406K +$1.25K +13 +0.3%