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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SGI
526
Summit Global Investments
Utah
$335K – – –
EW
527
Element Wealth
Mississippi
$333K +$1.33K +12 +0.4%
Millennium Management
528
Millennium Management
New York
$332K +$339K +3,060 New
FA
529
Fiducient Advisors
Illinois
$332K -$127K -1,143 -27%
CFGS
530
Concourse Financial Group Securities
Alabama
$332K -$5.21K -47 -2%
SC
531
SouthState Corp
Florida
$328K – – –
HR
532
Howe & Rusling
New York
$328K – – –
MC
533
Moors & Cabot
Massachusetts
$327K -$10.1K -91 -3%
GTAM
534
Global Trust Asset Management
Florida
$323K – – –
HNB
535
Hilltop National Bank
Wyoming
$322K -$109K -985 -25%
DC
536
Davenport & Co
Virginia
$320K -$3.1K -28 -0.9%
GS
537
GWN Securities
Florida
$319K +$321K +2,896 New
TA
538
TrueWealth Advisors
Alabama
$319K – – –
AWMM
539
Aegis Wealth Management (Maryland)
Maryland
$318K +$324K +2,925 New
Bessemer Group
540
Bessemer Group
New Jersey
$316K -$74.8K -675 -19%
MAM
541
MMA Asset Management
Pennsylvania
$316K -$286K -2,580 -47%
GBWM
542
Granite Bay Wealth Management
New Hampshire
$315K +$321K +2,900 New
CWS
543
Confluence Wealth Services
Pennsylvania
$314K +$222 +2 +0.1%
B
544
Bensler
Washington
$311K -$16.5K -149 -5%
FFS
545
Founders Financial Securities
Maryland
$308K +$314K +2,832 New
MCM
546
MV Capital Management
Maryland
$307K – – –
AWM
547
AE Wealth Management
Kansas
$307K +$313K +2,822 New
DC
548
Destiny Capital
Colorado
$306K +$7.2K +65 +2%
BFO
549
Boston Family Office
Massachusetts
$303K -$53.4K -482 -15%
FSA
550
Fort Sheridan Advisors
Illinois
$303K – – –