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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
551
CIBC Private Wealth Group
Georgia
$211K +$211K +2,016 New
JPLA
552
Joseph P. Lucia & Associates
New York
$210K – – –
BPA
553
Beacon Pointe Advisors
California
$207K -$44K -420 -17%
GC
554
Garde Capital
Washington
$207K – – –
IIC
555
Integrated Investment Consultants
Michigan
$207K +$208K +1,980 New
CFS
556
CRA Financial Services
New Jersey
$204K +$204K +1,948 New
CA
557
Cornerstone Advisory
Maryland
$204K +$205K +1,956 New
RBFC
558
Roman Butler Fullerton & Co
Missouri
$203K – – –
CFCI
559
Comprehensive Financial Consultants Institutional
Indiana
$202K +$209K +1,990 New
CA
560
Clearstead Advisors
Ohio
$200K – – –
EW
561
Evoke Wealth
California
$199K – – –
Deutsche Bank
562
Deutsche Bank
Germany
$198K – – –
PO
563
Private Ocean
California
$196K +$11K +105 +6%
TCOV
564
Trust Company of Vermont
Vermont
$194K +$194K +1,852 New
PMFA
565
Plante Moran Financial Advisors
Michigan
$187K – – –
JGIA
566
Jackson Grant Investment Advisers
Connecticut
$184K +$839 +8 +0.5%
Bessemer Group
567
Bessemer Group
New Jersey
$178K – – –
RA
568
Rise Advisors
New York
$174K +$175K +1,666 New
HWA
569
HHM Wealth Advisors
Tennessee
$173K – – –
FPS
570
Fieldpoint Private Securities
Connecticut
$169K – – –
PA
571
PSI Advisors
Florida
$169K – – –
AWM
572
AllSquare Wealth Management
New York
$168K – – –
AIC
573
Archer Investment Corporation
Indiana
$168K +$17.5K +167 +12%
LPIC
574
LeJeune Puetz Investment Counsel
Michigan
$167K – – –
COCM
575
Charter Oak Capital Management
New Hampshire
$165K +$314 +3 +0.2%