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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VVP
551
Venture Visionary Partners
Ohio
$300K +$34.7K +313 +13%
RPSA
552
Richard P. Slaughter Associates
Texas
$299K +$14.6K +132 +5%
MKW
553
Mullaney, Keating & Wright
Connecticut
$298K +$5.87K +53 +2%
DFG
554
Dynamic Financial Group
Iowa
$296K +$302K +2,724 New
AF
555
Advisornet Financial
Minnesota
$296K -$15.3K -138 -5%
BBPWM
556
Blue Bell Private Wealth Management
Pennsylvania
$296K
LBC
557
Lowe Brockenbrough & Co
Virginia
$293K -$11.1K -100 -4%
WF
558
Warner Financial
Maryland
$292K +$18.7K +169 +7%
FP
559
Financial Perspectives
Minnesota
$289K +$665 +6 +0.2%
MIC
560
Means Investment Company
Maine
$283K +$998 +9 +0.3%
LPP
561
Life Planning Partners
Florida
$282K
KWA
562
Kingswood Wealth Advisors
California
$282K +$287K +2,592 New
CP
563
Cornerstone Planning
North Carolina
$281K +$286K +2,583 New
MFC
564
Mechanics Financial Corp
Ohio
$280K
AEPWM
565
Atlantic Edge Private Wealth Management
Florida
$279K
SWM
566
Sterling Wealth Management
Illinois
$278K +$111 +1 +0%
HSA
567
HBK Sorce Advisory
Pennsylvania
$278K +$283K +2,556 New
FFG
568
Foundry Financial Group
New Hampshire
$274K -$3.48M -31,397 -93%
IWA
569
Inspirion Wealth Advisors
Illinois
$273K
PPW
570
Parcion Private Wealth
Washington
$272K
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$272K
AQR Capital Management
572
AQR Capital Management
Connecticut
$272K +$277K +2,500 New
WAP
573
Wealthcare Advisory Partners
Pennsylvania
$271K -$22.8K -206 -8%
FWTB
574
First Western Trust Bank
Colorado
$270K
BFS
575
Bradley Foster & Sargent
Connecticut
$267K -$21.9K -198 -7%