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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LOWM
551
Laurel Oak Wealth Management
New Jersey
$356K – – –
HCP
552
Hardin Capital Partners
South Carolina
$355K – – –
SI
553
Saxon Interests
Texas
$354K – – –
SC
554
Sepio Capital
Utah
$353K -$678K -5,255 -67%
CP
555
Cornerstone Planning
North Carolina
$352K – – –
MFC
556
Mechanics Financial Corp
Ohio
$352K – – –
SWM
557
Sterling Wealth Management
Illinois
$351K +$129 +1 +0%
RCAG
558
Rehmann Capital Advisory Group
Michigan
$351K +$6.06K +47 +2%
GRWP
559
Green Ridge Wealth Planning
New Jersey
$349K – – –
MWM
560
Modern Wealth Management
Kansas
$349K -$52.8M -409,286 -99%
KDA
561
Kraft Davis & Associates
Missouri
$348K -$206K -1,598 -38%
AW
562
Avion Wealth
Texas
$348K – – –
AEPWM
563
Atlantic Edge Private Wealth Management
Florida
$347K – – –
MC
564
Moors & Cabot
Massachusetts
$342K +$2.58K +20 +0.8%
JWS
565
Juncture Wealth Strategies
Arizona
$342K -$199K -1,546 -38%
CCA
566
Childress Capital Advisors
Texas
$342K – – –
VFIC
567
Valley Forge Investment Consultants
Pennsylvania
$341K – – –
MFP
568
Meramec Financial Planners
Missouri
$337K -$14.3K -111 -4%
VVP
569
Venture Visionary Partners
Ohio
$335K – – –
Citadel Advisors
570
Citadel Advisors
Florida
$334K – – –
BBPWM
571
Blue Bell Private Wealth Management
Pennsylvania
$333K – – –
GIA
572
Gladstone Institutional Advisory
Florida
$332K -$101K -783 -24%
SWM
573
Silverlake Wealth Management
Vermont
$331K +$774 +6 +0.2%
GFP
574
Guardian Financial Partners
California
$329K +$774 +6 +0.3%
GWP
575
Gen-Wealth Partners
Michigan
$328K – – –