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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOC
501
Koss-Olinger Consulting
Florida
$330K +$53.3K +564 +20%
SHGA
502
Sand Hill Global Advisors
California
$330K -$82K -868 -21%
KBFS
503
Kohmann Bosshard Financial Services
Ohio
$329K +$94 +1 +0%
NRC
504
New Republic Capital
North Carolina
$326K +$1.32K +14 +0.4%
WDG
505
Wealth Dimensions Group
Ohio
$324K -$4.16K -44 -1%
WS
506
Wedbush Securities
California
$324K -$61.3K -649 -17%
FB
507
Fulton Bank
Pennsylvania
$323K +$6.99K +74 +2%
FA
508
Fiducient Advisors
Illinois
$322K -$3.87K -41 -1%
NCM
509
Next Capital Management
New York
$321K +$107K +1,132 +54%
SC
510
SouthState Corp
Florida
$318K -$46.4K -491 -13%
Betterment LLC
511
Betterment LLC
New York
$315K -$197K -2,081 -40%
GC
512
Grimes & Company
Massachusetts
$312K -$10.5K -111 -3%
SPL
513
Smart Portfolios LLC
Washington
$310K -$23K -244 -7%
S
514
SimplyRich
California
$308K – – –
SGI
515
Summit Global Investments
Utah
$307K – – –
NP
516
NorthRock Partners
Minnesota
$307K +$2.36K +25 +0.8%
CIA
517
Compass Ion Advisors
Pennsylvania
$307K -$12.3K -130 -4%
KWS
518
Keystone Wealth Services
California
$304K -$50.1K -530 -15%
TA
519
TrueWealth Advisors
Alabama
$304K -$11.5K -122 -4%
ACM
520
Advisors Capital Management
New Jersey
$302K +$286K +3,032 New
HR
521
Howe & Rusling
New York
$302K – – –
AF
522
Advisornet Financial
Minnesota
$301K -$3.21K -34 -1%
WH
523
Willner & Heller
California
$296K +$6.89K +73 +3%
RWP
524
RWA Wealth Partners
Massachusetts
$293K – – –
KWA
525
Kingswood Wealth Advisors
California
$290K -$7.55K -80 -3%