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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KOC
551
Koss-Olinger Consulting
Florida
$320K -$19.9K -165 -6%
KWS
552
Keystone Wealth Services
California
$320K -$43.2K -358 -12%
SPL
553
Smart Portfolios LLC
Washington
$319K -$17K -141 -5%
NP
554
NorthRock Partners
Minnesota
$315K -$26.5K -219 -8%
DFG
555
Dynamic Financial Group
Iowa
$313K – – –
LOWM
556
Laurel Oak Wealth Management
New Jersey
$309K +$102K +845 +48%
HCP
557
Hardin Capital Partners
South Carolina
$307K +$16.9K +140 +6%
SI
558
Saxon Interests
Texas
$307K – – –
CP
559
Cornerstone Planning
North Carolina
$305K -$14.6K -121 -4%
MFC
560
Mechanics Financial Corp
Ohio
$305K – – –
SWM
561
Sterling Wealth Management
Illinois
$304K +$121 +1 +0%
BTI
562
Blue Trust Inc
Georgia
$304K -$114K -945 -27%
VFG
563
Victory Financial Group
Texas
$304K -$12.7K -105 -4%
GRWP
564
Green Ridge Wealth Planning
New Jersey
$303K – – –
AW
565
Avion Wealth
Texas
$302K -$18.8K -156 -6%
AEPWM
566
Atlantic Edge Private Wealth Management
Florida
$301K – – –
RCAG
567
Rehmann Capital Advisory Group
Michigan
$299K +$242 +2 +0.1%
SSWM
568
Smith Salley Wealth Management
North Carolina
$296K -$21.5K -178 -7%
CCA
569
Childress Capital Advisors
Texas
$296K +$302K +2,501 New
VFIC
570
Valley Forge Investment Consultants
Pennsylvania
$296K – – –
MC
571
Moors & Cabot
Massachusetts
$294K -$15.1K -125 -5%
SEI Investments
572
SEI Investments
Pennsylvania
$294K +$77.6K +642 +35%
VC
573
Vicus Capital
Pennsylvania
$293K -$43.2K -358 -13%
PFG
574
Pinnacle Financial Group
Illinois
$293K +$362 +3 +0.1%
PCM
575
Prelude Capital Management
New York
$290K +$296K +2,450 New