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
GWP
551
Gen-Wealth Partners
Michigan
$269K – – –
FP
552
Financial Perspectives
Minnesota
$267K +$5.31K +50 +2%
CL
553
CIM LLC
New York
$267K +$850 +8 +0.3%
PFG
554
Pinnacle Financial Group
Illinois
$267K -$21.3K -201 -8%
EA
555
Enclave Advisors
Texas
$260K -$126K -1,186 -34%
PIA
556
Panoramic Investment Advisors
Colorado
$259K – – –
SAM
557
Strive Asset Management
Ohio
$259K -$474K -4,461 -66%
QCG
558
Quadrant Capital Group
Ohio
$258K – – –
GTAM
559
Global Trust Asset Management
Florida
$256K -$13K -122 -5%
MBFW
560
Morton Brown Family Wealth
Pennsylvania
$255K – – –
MIM
561
Marco Investment Management
Georgia
$253K – – –
IIC
562
Integrated Investment Consultants
Michigan
$253K +$12K +113 +5%
FFS
563
Founders Financial Securities
Maryland
$252K -$39.2K -369 -14%
IA
564
IFG Advisors
Missouri
$252K -$225K -2,117 -48%
PSCM
565
Per Stirling Capital Management
Texas
$251K -$106 -1 -0%
HIMC
566
Heritage Investors Management Corp
Maryland
$249K – – –
KFP
567
Keener Financial Planning
Texas
$249K – – –
MPIA
568
Milestones Private Investment Advisors
New York
$249K +$106 +1 +0%
Neuberger Berman Group
569
Neuberger Berman Group
New York
$248K +$238K +2,244 New
FM
570
Foster & Motley
Ohio
$248K – – –
TPWA
571
TRUE Private Wealth Advisors
Oregon
$245K +$235K +2,212 New
CFG
572
Cosner Financial Group
Colorado
$243K – – –
PAM
573
Peak Asset Management
Colorado
$243K – – –
FWMP
574
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$239K – – –
MPCL
575
My Personal CFO LLC
Washington
$239K +$230K +2,164 New