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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
526
Laurel Wealth Advisors (California)
California
$354K +$382K +3,983 New
LWA
527
LWS Wealth Advisors
New Jersey
$342K -$26.9K -281 -7%
MWA
528
Monograph Wealth Advisors
California
$342K – – –
IIC
529
Integrated Investment Consultants
Michigan
$339K +$156K +1,625 +75%
CCA
530
Clearwater Capital Advisors
Illinois
$338K – – –
LSA
531
Lansing Street Advisors
Pennsylvania
$338K +$364K +3,801 New
WC
532
Weil Company
California
$335K -$11.5K -120 -3%
DY
533
Dowling & Yahnke
California
$334K -$8.53K -89 -2%
HWA
534
HHM Wealth Advisors
Tennessee
$333K +$199K +2,075 +125%
CL
535
CIM LLC
New York
$331K +$5.66K +59 +2%
SCA
536
Snowden Capital Advisors
New York
$328K -$114K -1,189 -24%
SFPM
537
Sensible Financial Planning & Management
Massachusetts
$326K -$1.53K -16 -0.4%
PPW
538
Parcion Private Wealth
Washington
$325K +$101K +1,054 +43%
KFI
539
Key Financial Inc
Pennsylvania
$323K – – –
CL
540
Choreo LLC
Illinois
$323K +$671 +7 +0.2%
Brown Advisory
541
Brown Advisory
Maryland
$322K +$65.1K +679 +23%
MBT
542
Montecito Bank & Trust
California
$320K – – –
WT
543
Whittier Trust
California
$320K – – –
SWM
544
SeaCrest Wealth Management
New York
$319K -$30.5K -318 -8%
OWA
545
Outlook Wealth Advisors
Texas
$319K -$23.3K -243 -6%
CFS
546
Cannon Financial Strategists
Georgia
$315K – – –
DIA
547
Dana Investment Advisors
Wisconsin
$313K +$16K +167 +5%
MCM
548
Maple Capital Management
Vermont
$312K – – –
GTAM
549
Global Trust Asset Management
Florida
$310K -$4.79K -50 -1%
BFAG
550
Blackston Financial Advisory Group
Florida
$310K +$30.8K +321 +10%