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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MKW
551
Mullaney, Keating & Wright
Connecticut
$267K -$844 -8 -0.3%
DFG
552
Dynamic Financial Group
Iowa
$266K – – –
CIA
553
Capital Investment Advisors
Georgia
$265K -$39.6K -375 -12%
BBPWM
554
Blue Bell Private Wealth Management
Pennsylvania
$265K – – –
LBC
555
Lowe Brockenbrough & Co
Virginia
$263K – – –
WF
556
Warner Financial
Maryland
$263K +$317 +3 +0.1%
MCM
557
MV Capital Management
Maryland
$260K -$16.4K -155 -5%
MC
558
Moors & Cabot
Massachusetts
$260K -$36.1K -342 -11%
GSWM
559
Greenup Street Wealth Management
Michigan
$259K +$71.2K +675 +34%
FFS
560
Founders Financial Securities
Maryland
$255K -$5.49K -52 -2%
QCG
561
Quadrant Capital Group
Ohio
$254K +$29K +275 +12%
LPP
562
Life Planning Partners
Florida
$253K – – –
CWS
563
Confluence Wealth Services
Pennsylvania
$252K +$106 +1 +0%
MFC
564
Mechanics Financial Corp
Ohio
$251K – – –
PG
565
Prostatis Group
Maryland
$251K +$73.6K +698 +37%
PFG
566
Pinnacle Financial Group
Illinois
$250K +$271K +2,568 New
AEPWM
567
Atlantic Edge Private Wealth Management
Florida
$250K – – –
IWA
568
Inspirion Wealth Advisors
Illinois
$246K – – –
AFA
569
American Financial Advisors
Georgia
$244K +$13.4K +127 +5%
TC
570
TownSquare Capital
Utah
$244K +$10.2K +97 +4%
GA
571
Greenspring Advisors
Maryland
$241K -$209K -1,981 -45%
BFS
572
Bradley Foster & Sargent
Connecticut
$240K – – –
HCP
573
Hardin Capital Partners
South Carolina
$239K +$9.71K +92 +4%
BFO
574
Boston Family Office
Massachusetts
$239K -$35.6K -337 -12%
Luther King Capital Management (LKCM)
575
Luther King Capital Management (LKCM)
Texas
$238K – – –