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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FA
526
Fiducient Advisors
Illinois
$235K
FWTB
527
First Western Trust Bank
Colorado
$232K
T
528
TNF
Montana
$231K -$2.18M -23,610 -90%
CPWMP
529
Cardinal Point Wealth Management Partners
California
$229K
SSB
530
Sandy Spring Bank
Maryland
$227K -$18.5K -200 -7%
EWM
531
Endurance Wealth Management
Rhode Island
$227K
MWM
532
Merriman Wealth Management
Washington
$225K -$18.3K -198 -7%
CWA
533
CM Wealth Advisors
Ohio
$221K
PP
534
Prosperity Planning
Missouri
$220K
CW
535
Connectus Wealth
Ohio
$219K
LF
536
Lantz Financial
Illinois
$217K -$490K -5,292 -67%
WCP
537
Wick Capital Partners
Pennsylvania
$216K +$243K +2,625 New
BFS
538
Bradley Foster & Sargent
Connecticut
$215K -$3.7K -40 -2%
SB
539
Simmons Bank
Arkansas
$214K -$917K -9,906 -79%
QCIG
540
Quad-Cities Investment Group
Iowa
$214K -$11.8K -127 -5%
FP
541
Financial Perspectives
Minnesota
$213K +$1.76K +19 +0.7%
SIC
542
Sigma Investment Counselors
Michigan
$211K
IWA
543
Inspirion Wealth Advisors
Illinois
$210K -$155K -1,670 -40%
BBHC
544
Brown Brothers Harriman & Co
New York
$210K
VVP
545
Venture Visionary Partners
Ohio
$210K
LBC
546
Lowe Brockenbrough & Co
Virginia
$209K
NCM
547
Narwhal Capital Management
Georgia
$209K
AWA
548
Arete Wealth Advisors
Illinois
$209K +$234K +2,531 New
IC
549
IEQ Capital
California
$207K +$232K +2,512 New
EL
550
EQ LLC
Washington
$205K -$193K -2,081 -46%