We are live on ! Find out more
IJS icon

iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AW
551
Avion Wealth
Texas
$300K +$8.64K +78 +3%
VVP
552
Venture Visionary Partners
Ohio
$300K +$34.7K +313 +13%
RPSA
553
Richard P. Slaughter Associates
Texas
$299K +$14.6K +132 +5%
MKW
554
Mullaney, Keating & Wright
Connecticut
$298K +$5.87K +53 +2%
DFG
555
Dynamic Financial Group
Iowa
$296K +$302K +2,724 New
AF
556
Advisornet Financial
Minnesota
$296K -$15.3K -138 -5%
BBPWM
557
Blue Bell Private Wealth Management
Pennsylvania
$296K – – –
LBC
558
Lowe Brockenbrough & Co
Virginia
$293K -$11.1K -100 -4%
WF
559
Warner Financial
Maryland
$292K +$18.7K +169 +7%
FP
560
Financial Perspectives
Minnesota
$289K +$665 +6 +0.2%
MIC
561
Means Investment Company
Maine
$283K +$998 +9 +0.3%
LPP
562
Life Planning Partners
Florida
$282K – – –
KWA
563
Kingswood Wealth Advisors
California
$282K +$287K +2,592 New
CP
564
Cornerstone Planning
North Carolina
$281K +$286K +2,583 New
MFC
565
Mechanics Financial Corp
Ohio
$280K – – –
AEPWM
566
Atlantic Edge Private Wealth Management
Florida
$279K – – –
SWM
567
Sterling Wealth Management
Illinois
$278K +$111 +1 +0%
HSA
568
HBK Sorce Advisory
Pennsylvania
$278K +$283K +2,556 New
FFG
569
Foundry Financial Group
New Hampshire
$274K -$3.48M -31,397 -93%
IWA
570
Inspirion Wealth Advisors
Illinois
$273K – – –
PPW
571
Parcion Private Wealth
Washington
$272K – – –
MPWT
572
MassMutual Private Wealth & Trust
Connecticut
$272K – – –
AQR Capital Management
573
AQR Capital Management
Connecticut
$272K +$277K +2,500 New
WAP
574
Wealthcare Advisory Partners
Pennsylvania
$271K -$22.8K -206 -8%
FWTB
575
First Western Trust Bank
Colorado
$270K – – –