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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
551
Smith Salley Wealth Management
North Carolina
$305K – – –
VFG
552
Victory Financial Group
Texas
$304K +$3.59K +32 +1%
DFG
553
Dynamic Financial Group
Iowa
$301K +$6.95K +62 +2%
MC
554
Moors & Cabot
Massachusetts
$296K +$3.25K +29 +1%
SI
555
Saxon Interests
Texas
$294K – – –
MFC
556
Mechanics Financial Corp
Ohio
$293K – – –
FWI
557
Facet Wealth Inc
Maryland
$292K +$43.6K +389 +19%
SWM
558
Sterling Wealth Management
Illinois
$292K +$112 +1 +0%
GRWP
559
Green Ridge Wealth Planning
New Jersey
$290K +$286K +2,554 New
KAS
560
KPP Advisory Services
Kentucky
$290K -$1.23K -11 -0.4%
AEPWM
561
Atlantic Edge Private Wealth Management
Florida
$289K – – –
BPWM
562
BCS Private Wealth Management
New Jersey
$288K +$284K +2,530 New
RCAG
563
Rehmann Capital Advisory Group
Michigan
$286K -$131K -1,170 -32%
VFIC
564
Valley Forge Investment Consultants
Pennsylvania
$284K -$155K -1,384 -36%
MCM
565
MidAtlantic Capital Management
Virginia
$282K +$112 +1 +0%
PFG
566
Pinnacle Financial Group
Illinois
$281K +$6.39K +57 +2%
WAP
567
Wealthcare Advisory Partners
Pennsylvania
$280K +$64.2K +573 +30%
CL
568
CIM LLC
New York
$280K +$5.38K +48 +2%
HCP
569
Hardin Capital Partners
South Carolina
$279K – – –
VVP
570
Venture Visionary Partners
Ohio
$278K – – –
Citadel Advisors
571
Citadel Advisors
Florida
$278K -$1.87M -16,715 -87%
BBPWM
572
Blue Bell Private Wealth Management
Pennsylvania
$277K – – –
MA
573
Mutual Advisors
Nebraska
$277K -$214K -1,911 -44%
GWP
574
Gen-Wealth Partners
Michigan
$277K – – –
BFS
575
Bradley Foster & Sargent
Connecticut
$276K -$3.7K -33 -1%