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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
501
Narwhal Capital Management
Georgia
$265K +$266K +2,533 New
FP
502
Financial Perspectives
Minnesota
$264K +$1.68K +16 +0.6%
MFW
503
Meristem Family Wealth
Minnesota
$264K -$84.5K -806 -24%
SPL
504
Smart Portfolios LLC
Washington
$264K +$13.4K +128 +5%
Brown Advisory
505
Brown Advisory
Maryland
$264K +$30.6K +292 +13%
DIA
506
Dana Investment Advisors
Wisconsin
$262K
MCM
507
Mainstay Capital Management
Michigan
$261K -$133K -1,272 -34%
JWM
508
Jeppson Wealth Management
California
$261K
MFW
509
Mosaic Family Wealth
Missouri
$259K -$75.2K -717 -22%
LC
510
LCNB Corp
Ohio
$257K -$10.5K -100 -4%
FMWA
511
Forvis Mazars Wealth Advisors
Missouri
$257K +$839 +8 +0.3%
T
512
TNF
Montana
$256K
AIM
513
Anchor Investment Management
South Carolina
$252K +$2.1K +20 +0.8%
CST
514
Charles Schwab Trust
Nevada
$251K
AP
515
Atwood & Palmer
Missouri
$248K
RRC
516
Relaxing Retirement Coach
Massachusetts
$248K
ANTB
517
AMG National Trust Bank
Colorado
$247K +$21K +200 +9%
SF
518
SBK Financial
Virginia
$247K +$247K +2,360 New
GGS
519
Galvin Gaustad & Stein
Arizona
$245K -$5.24K -50 -2%
EFSCE
520
Enterprise Financial Services Corp (EFSC)
Missouri
$243K +$244K +2,325 New
FCBT
521
First Citizens Bank & Trust
North Carolina
$239K -$4.51K -43 -2%
FM
522
Foster & Motley
Ohio
$239K +$240K +2,288 New
CI
523
Chartist Inc
California
$238K -$18.9K -180 -7%
GWA
524
GGM Wealth Advisors
Maryland
$237K -$5.24K -50 -2%
IA
525
IndexIQ Advisors
New York
$237K +$237K +2,265 New