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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
526
TrueWealth Advisors
Alabama
$301K -$53.1K -535 -15%
MBFW
527
Morton Brown Family Wealth
Pennsylvania
$301K -$151K -1,524 -34%
CWC
528
Carolinas Wealth Consulting
North Carolina
$300K +$248K +2,502 +596%
CAG
529
Crestwood Advisors Group
Massachusetts
$300K -$28.8K -290 -9%
SC
530
SouthState Corp
Florida
$297K
LBC
531
Lowe Brockenbrough & Co
Virginia
$295K +$32.6K +328 +13%
KWM
532
Keating Wealth Management
Colorado
$294K
OC
533
Oppenheimer & Co
New York
$292K -$893 -9 -0.3%
MCM
534
MV Capital Management
Maryland
$290K
CWS
535
Confluence Wealth Services
Pennsylvania
$289K +$99 +1 +0%
FSA
536
Fort Sheridan Advisors
Illinois
$286K
BCI
537
Brinker Capital Investments
Pennsylvania
$286K -$57.1M -575,234 -100%
OPS
538
Orion Portfolio Solutions
Nebraska
$286K -$57.1M -575,234 -100%
Nomura Asset Management
539
Nomura Asset Management
Japan
$284K
EW
540
Element Wealth
Mississippi
$282K +$893 +9 +0.3%
AW
541
Avion Wealth
Texas
$279K -$155K -1,566 -37%
WAP
542
Wealthcare Advisory Partners
Pennsylvania
$278K +$28.5K +287 +12%
MAM
543
MMA Asset Management
Pennsylvania
$278K +$19.9K +201 +8%
SPL
544
Smart Portfolios LLC
Washington
$277K +$6.75K +68 +3%
AFA
545
American Financial Advisors
Georgia
$277K -$7.84K -79 -3%
MIM
546
Marco Investment Management
Georgia
$275K +$38.5K +388 +17%
MIC
547
Means Investment Company
Maine
$275K -$88.9K -896 -25%
BFS
548
Bradley Foster & Sargent
Connecticut
$275K +$8.73K +88 +3%
AIP
549
Almanack Investment Partners
Pennsylvania
$271K +$261K +2,634 New
FP
550
Financial Perspectives
Minnesota
$270K +$397 +4 +0.2%