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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
S
526
SimplyRich
California
$302K – – –
SGI
527
Summit Global Investments
Utah
$301K – – –
AW
528
Avion Wealth
Texas
$300K – – –
NP
529
NorthRock Partners
Minnesota
$298K -$227K -2,149 -41%
AF
530
Advisornet Financial
Minnesota
$298K +$34.9K +331 +12%
BNP Paribas Financial Markets
531
BNP Paribas Financial Markets
France
$296K +$67.6K +641 +27%
HR
532
Howe & Rusling
New York
$296K +$1.58K +15 +0.5%
KWA
533
Kingswood Wealth Advisors
California
$291K +$42K +398 +15%
SFPG
534
Stonebridge Financial Planning Group
Florida
$291K -$47.7K -452 -13%
BRWA
535
B. Riley Wealth Advisors
Florida
$291K +$314K +2,980 New
RWP
536
RWA Wealth Partners
Massachusetts
$287K -$211K -1,999 -40%
AWMM
537
Aegis Wealth Management (Maryland)
Maryland
$285K – – –
FT
538
Fiduciary Trust
Massachusetts
$284K +$76.1K +721 +33%
WH
539
Willner & Heller
California
$283K -$45.7K -433 -13%
EW
540
Element Wealth
Mississippi
$281K -$19K -180 -6%
MAM
541
MMA Asset Management
Pennsylvania
$280K -$3.17K -30 -1%
B
542
Bensler
Washington
$279K – – –
KAS
543
KPP Advisory Services
Kentucky
$276K +$299K +2,831 New
CWP
544
Curated Wealth Partners
California
$275K -$50.9K -482 -15%
FSA
545
Fort Sheridan Advisors
Illinois
$272K – – –
DC
546
Davenport & Co
Virginia
$271K -$17.7K -168 -6%
VVP
547
Venture Visionary Partners
Ohio
$269K – – –
KOC
548
Koss-Olinger Consulting
Florida
$269K +$291K +2,756 New
HF
549
HRT Financial
New York
$269K +$292K +2,769 New
GTAM
550
Global Trust Asset Management
Florida
$268K -$23.2K -220 -7%