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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MKW
526
Mullaney, Keating & Wright
Connecticut
$259K +$262K +2,667 New
FM
527
Foster & Motley
Ohio
$259K +$41.7K +424 +19%
FP
528
Financial Perspectives
Minnesota
$257K +$1.57K +16 +0.6%
KOC
529
Koss-Olinger Consulting
Florida
$256K +$258K +2,628 New
Susquehanna International Group
530
Susquehanna International Group
Pennsylvania
$255K -$9.56M -97,295 -97%
MIC
531
Means Investment Company
Maine
$252K -$7.86K -80 -3%
PTC
532
Private Trust Company
Ohio
$251K -$501K -5,100 -66%
MFC
533
Mechanics Financial Corp
Ohio
$251K -$41.1K -418 -14%
DC
534
Davenport & Co
Virginia
$249K -$1.97K -20 -0.8%
SWM
535
Sterling Wealth Management
Illinois
$249K +$983 +10 +0.4%
VVP
536
Venture Visionary Partners
Ohio
$246K -$73.7K -750 -23%
IWA
537
Inspirion Wealth Advisors
Illinois
$246K – – –
WF
538
Warner Financial
Maryland
$245K +$1.28K +13 +0.5%
CWA
539
CM Wealth Advisors
Ohio
$245K -$1.61M -16,424 -87%
PPW
540
Parcion Private Wealth
Washington
$244K – – –
Luther King Capital Management (LKCM)
541
Luther King Capital Management (LKCM)
Texas
$243K – – –
MPWT
542
MassMutual Private Wealth & Trust
Connecticut
$243K +$206K +2,100 +525%
FWTB
543
First Western Trust Bank
Colorado
$242K – – –
Chevy Chase Trust
544
Chevy Chase Trust
Maryland
$240K +$243K +2,470 New
GA
545
Greenspring Advisors
Maryland
$240K -$195K -1,981 -45%
CFS
546
CGC Financial Services
Oregon
$240K -$258K -2,623 -52%
AEPWM
547
Atlantic Edge Private Wealth Management
Florida
$239K – – –
FDCDDQ
548
Federation des caisses Desjardins du Quebec
Quebec, Canada
$239K -$269K -2,740 -53%
CPP
549
Capasso Planning Partners
South Carolina
$237K +$12.2K +124 +5%
MCM
550
MidAtlantic Capital Management
Virginia
$236K +$98 +1 +0%