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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WI
526
Wintrust Investments
Illinois
$306K -$2.63M -25,327 -90%
MCM
527
MV Capital Management
Maryland
$304K – – –
CWS
528
Confluence Wealth Services
Pennsylvania
$303K +$208 +2 +0.1%
Luther King Capital Management (LKCM)
529
Luther King Capital Management (LKCM)
Texas
$302K – – –
LBC
530
Lowe Brockenbrough & Co
Virginia
$302K -$6.65K -64 -2%
FSA
531
Fort Sheridan Advisors
Illinois
$300K – – –
NWMG
532
National Wealth Management Group
Ohio
$298K -$43.7K -421 -13%
DC
533
Destiny Capital
Colorado
$294K +$41.5K +400 +17%
BBPWM
534
Blue Bell Private Wealth Management
Pennsylvania
$293K -$27.9K -269 -9%
WAP
535
Wealthcare Advisory Partners
Pennsylvania
$290K -$1.56K -15 -0.6%
MKW
536
Mullaney, Keating & Wright
Connecticut
$290K +$2.29K +22 +0.8%
AW
537
Avion Wealth
Texas
$289K -$8.41K -81 -3%
BFS
538
Bradley Foster & Sargent
Connecticut
$286K -$1.66K -16 -0.6%
FP
539
Financial Perspectives
Minnesota
$285K +$727 +7 +0.3%
KOC
540
Koss-Olinger Consulting
Florida
$283K +$415 +4 +0.2%
RPSA
541
Richard P. Slaughter Associates
Texas
$282K -$65.9K -635 -20%
MIC
542
Means Investment Company
Maine
$280K +$831 +8 +0.3%
CFS
543
CGC Financial Services
Oregon
$280K +$13.9K +134 +5%
LPP
544
Life Planning Partners
Florida
$279K -$56.6K -545 -17%
MFC
545
Mechanics Financial Corp
Ohio
$277K – – –
PTC
546
Private Trust Company
Ohio
$277K -$1.04K -10 -0.4%
AEPWM
547
Atlantic Edge Private Wealth Management
Florida
$276K +$11.4K +110 +4%
SWM
548
Sterling Wealth Management
Illinois
$275K +$208 +2 +0.1%
WF
549
Warner Financial
Maryland
$272K +$415 +4 +0.2%
IWA
550
Inspirion Wealth Advisors
Illinois
$272K – – –