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
KWS
551
Keystone Wealth Services
California
$320K -$43.2K -358 -12%
SPL
552
Smart Portfolios LLC
Washington
$319K -$17K -141 -5%
NP
553
NorthRock Partners
Minnesota
$315K -$26.5K -219 -8%
DFG
554
Dynamic Financial Group
Iowa
$313K
LOWM
555
Laurel Oak Wealth Management
New Jersey
$309K +$102K +845 +48%
HCP
556
Hardin Capital Partners
South Carolina
$307K +$16.9K +140 +6%
SI
557
Saxon Interests
Texas
$307K
CP
558
Cornerstone Planning
North Carolina
$305K -$14.6K -121 -4%
MFC
559
Mechanics Financial Corp
Ohio
$305K
SWM
560
Sterling Wealth Management
Illinois
$304K +$121 +1 +0%
BTI
561
Blue Trust Inc
Georgia
$304K -$114K -945 -27%
VFG
562
Victory Financial Group
Texas
$304K -$12.7K -105 -4%
GRWP
563
Green Ridge Wealth Planning
New Jersey
$303K
AW
564
Avion Wealth
Texas
$302K -$18.8K -156 -6%
AEPWM
565
Atlantic Edge Private Wealth Management
Florida
$301K
RCAG
566
Rehmann Capital Advisory Group
Michigan
$299K +$242 +2 +0.1%
SSWM
567
Smith Salley Wealth Management
North Carolina
$296K -$21.5K -178 -7%
CCA
568
Childress Capital Advisors
Texas
$296K +$302K +2,501 New
VFIC
569
Valley Forge Investment Consultants
Pennsylvania
$296K
MC
570
Moors & Cabot
Massachusetts
$294K -$15.1K -125 -5%
SEI Investments
571
SEI Investments
Pennsylvania
$294K +$77.6K +642 +35%
VC
572
Vicus Capital
Pennsylvania
$293K -$43.2K -358 -13%
PFG
573
Pinnacle Financial Group
Illinois
$293K +$362 +3 +0.1%
PCM
574
Prelude Capital Management
New York
$290K +$296K +2,450 New
VVP
575
Venture Visionary Partners
Ohio
$290K +$121 +1 +0%