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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAG
551
Spotlight Asset Group
Illinois
$212K -$2.39M -22,822 -92%
JPLA
552
Joseph P. Lucia & Associates
New York
$212K
AIP
553
Ahrens Investment Partners
Louisiana
$212K +$210K +2,013 New
TPA
554
Trivium Point Advisory
Connecticut
$210K +$208K +1,988 New
GC
555
Garde Capital
Washington
$209K -$13.1K -125 -6%
CA
556
Cornerstone Advisory
Maryland
$209K +$207K +1,978 New
IIC
557
Integrated Investment Consultants
Michigan
$207K +$206K +1,967 New
CT
558
Columbia Trust
Oregon
$205K +$204K +1,948 New
CFS
559
CRA Financial Services
New Jersey
$205K +$204K +1,948 New
CA
560
Clearstead Advisors
Ohio
$202K
PMFA
561
Plante Moran Financial Advisors
Michigan
$188K
PO
562
Private Ocean
California
$187K +$105 +1 +0.1%
JGIA
563
Jackson Grant Investment Advisers
Connecticut
$184K +$418 +4 +0.2%
Bessemer Group
564
Bessemer Group
New Jersey
$179K +$178K +1,700 New
COCM
565
Charter Oak Capital Management
New Hampshire
$177K -$6.58K -63 -4%
HWA
566
HHM Wealth Advisors
Tennessee
$175K
AWM
567
AllSquare Wealth Management
New York
$170K
LPIC
568
LeJeune Puetz Investment Counsel
Michigan
$169K
FPS
569
Fieldpoint Private Securities
Connecticut
$166K
TCOV
570
Trust Company of Vermont
Vermont
$163K
LWCFA
571
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$158K +$157K +1,500 New
PSIWM
572
Paradigm Strategies in Wealth Management
Minnesota
$154K -$34.6K -331 -18%
ECM
573
ExodusPoint Capital Management
New York
$151K +$149K +1,429 New
CAAS
574
Capital Asset Advisory Services
Michigan
$147K +$145K +1,391 New
CTB
575
Country Trust Bank
Illinois
$144K -$33.3K -319 -19%