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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
526
LWS Wealth Advisors
New Jersey
$342K -$26.9K -281 -7%
MWA
527
Monograph Wealth Advisors
California
$342K
IIC
528
Integrated Investment Consultants
Michigan
$339K +$156K +1,625 +75%
CCA
529
Clearwater Capital Advisors
Illinois
$338K
LSA
530
Lansing Street Advisors
Pennsylvania
$338K +$364K +3,801 New
WC
531
Weil Company
California
$335K -$11.5K -120 -3%
DY
532
Dowling & Yahnke
California
$334K -$8.53K -89 -2%
HWA
533
HHM Wealth Advisors
Tennessee
$333K +$199K +2,075 +125%
CL
534
CIM LLC
New York
$331K +$5.66K +59 +2%
SCA
535
Snowden Capital Advisors
New York
$328K -$114K -1,189 -24%
SFPM
536
Sensible Financial Planning & Management
Massachusetts
$326K -$1.53K -16 -0.4%
PPW
537
Parcion Private Wealth
Washington
$325K +$101K +1,054 +43%
KFI
538
Key Financial Inc
Pennsylvania
$323K
CL
539
Choreo LLC
Illinois
$323K +$671 +7 +0.2%
Brown Advisory
540
Brown Advisory
Maryland
$322K +$65.1K +679 +23%
MBT
541
Montecito Bank & Trust
California
$320K
WT
542
Whittier Trust
California
$320K
SWM
543
SeaCrest Wealth Management
New York
$319K -$30.5K -318 -8%
OWA
544
Outlook Wealth Advisors
Texas
$319K -$23.3K -243 -6%
CFS
545
Cannon Financial Strategists
Georgia
$315K
DIA
546
Dana Investment Advisors
Wisconsin
$313K +$16K +167 +5%
MCM
547
Maple Capital Management
Vermont
$312K
GTAM
548
Global Trust Asset Management
Florida
$310K -$4.79K -50 -1%
BFAG
549
Blackston Financial Advisory Group
Florida
$310K +$30.8K +321 +10%
TPWA
550
TRUE Private Wealth Advisors
Oregon
$309K +$333K +3,473 New