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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPP
576
Capasso Planning Partners
South Carolina
$212K
CIBC Private Wealth Group
577
CIBC Private Wealth Group
Georgia
$211K +$220K +2,256 New
TLFA
578
True Link Financial Advisors
California
$211K
KCM
579
Kendall Capital Management
Maryland
$207K +$216K +2,211 New
Simplex Trading
580
Simplex Trading
Illinois
$207K +$216K +2,214 New
BOPW
581
Brandywine Oak Private Wealth
Pennsylvania
$202K +$211K +2,156 New
BWP
582
Baldwin Wealth Partners
Massachusetts
$201K
GC
583
Garde Capital
Washington
$188K
CA
584
Clearstead Advisors
Ohio
$179K
RA
585
Rise Advisors
New York
$178K +$684 +7 +0.4%
AIA
586
Arcadia Investment Advisors
Idaho
$177K -$98.9K -1,012 -35%
HCM
587
Hollencrest Capital Management
California
$175K
JGIA
588
Jackson Grant Investment Advisers
Connecticut
$168K +$586 +6 +0.3%
AWM
589
AllSquare Wealth Management
New York
$167K
HIA
590
Harbor Investment Advisory
Maryland
$163K -$53.5K -548 -24%
BTI
591
Blue Trust Inc
Georgia
$160K -$66K -676 -28%
HI
592
Harbour Investments
Wisconsin
$154K +$11.7K +120 +8%
LC
593
Lindbrook Capital
California
$154K
PMFA
594
Plante Moran Financial Advisors
Michigan
$152K -$586 -6 -0.4%
LPIC
595
LeJeune Puetz Investment Counsel
Michigan
$150K
MFT
596
Moisand Fitzgerald Tamayo
Florida
$146K -$1.95K -20 -1%
TCOV
597
Trust Company of Vermont
Vermont
$145K
EBA
598
Eagle Bay Advisors
New York
$140K +$39.1K +400 +36%
BAAM
599
Baker Avenue Asset Management
California
$138K +$143K +1,462 +16,244%
PFBT
600
Parkside Financial Bank & Trust
Missouri
$133K +$98.9K +1,012 +246%