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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JPLA
551
Joseph P. Lucia & Associates
New York
$210K
BPA
552
Beacon Pointe Advisors
California
$207K -$44K -420 -17%
GC
553
Garde Capital
Washington
$207K
IIC
554
Integrated Investment Consultants
Michigan
$207K +$208K +1,980 New
CFS
555
CRA Financial Services
New Jersey
$204K +$204K +1,948 New
CA
556
Cornerstone Advisory
Maryland
$204K +$205K +1,956 New
RBFC
557
Roman Butler Fullerton & Co
Missouri
$203K
CFCI
558
Comprehensive Financial Consultants Institutional
Indiana
$202K +$209K +1,990 New
CA
559
Clearstead Advisors
Ohio
$200K
EW
560
Evoke Wealth
California
$199K
Deutsche Bank
561
Deutsche Bank
Germany
$198K
PO
562
Private Ocean
California
$196K +$11K +105 +6%
TCOV
563
Trust Company of Vermont
Vermont
$194K +$194K +1,852 New
PMFA
564
Plante Moran Financial Advisors
Michigan
$187K
JGIA
565
Jackson Grant Investment Advisers
Connecticut
$184K +$839 +8 +0.5%
Bessemer Group
566
Bessemer Group
New Jersey
$178K
RA
567
Rise Advisors
New York
$174K +$175K +1,666 New
HWA
568
HHM Wealth Advisors
Tennessee
$173K
FPS
569
Fieldpoint Private Securities
Connecticut
$169K
PA
570
PSI Advisors
Florida
$169K
AWM
571
AllSquare Wealth Management
New York
$168K
AIC
572
Archer Investment Corporation
Indiana
$168K +$17.5K +167 +12%
LPIC
573
LeJeune Puetz Investment Counsel
Michigan
$167K
COCM
574
Charter Oak Capital Management
New Hampshire
$165K +$314 +3 +0.2%
PP
575
PFS Partners
New Jersey
$161K +$162K +1,544 New