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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPCM
576
Cardinal Point Capital Management
Ontario, Canada
$266K
SPL
577
Smart Portfolios LLC
Washington
$265K -$4.1K -45 -2%
TW
578
TrinityPoint Wealth
Connecticut
$264K -$18K -197 -7%
Kovitz Investment Group Partners
579
Kovitz Investment Group Partners
Illinois
$264K +$233K +2,558 New
SSB
580
Sandy Spring Bank
Maryland
$263K -$5.01K -55 -2%
MWM
581
Mission Wealth Management
California
$263K +$232K +2,549 New
BBHC
582
Brown Brothers Harriman & Co
New York
$262K
Luther King Capital Management (LKCM)
583
Luther King Capital Management (LKCM)
Texas
$262K
SWM
584
Sterling Wealth Management
Illinois
$262K +$231K +2,539 New
LBC
585
Lowe Brockenbrough & Co
Virginia
$262K
IWA
586
Inspirion Wealth Advisors
Illinois
$260K
CWA
587
CM Wealth Advisors
Ohio
$259K
PPW
588
Parcion Private Wealth
Washington
$259K
FWTB
589
First Western Trust Bank
Colorado
$257K
MMA
590
Miracle Mile Advisors
California
$254K -$262K -2,879 -54%
AEPWM
591
Atlantic Edge Private Wealth Management
Florida
$253K +$224K +2,456 New
MCM
592
MidAtlantic Capital Management
Virginia
$250K +$221K +2,428 New
PP
593
Prosperity Planning
Missouri
$250K -$3.65K -40 -2%
WAP
594
Wealthcare Advisory Partners
Pennsylvania
$250K +$2.55K +28 +1%
SFS
595
Sharp Financial Services
Pennsylvania
$247K +$219K +2,400 New
TFS
596
Thoroughbred Financial Services
Tennessee
$244K
H
597
HoyleCohen
California
$243K
CFS
598
Cannon Financial Strategists
Georgia
$243K
IA
599
IFG Advisory
Georgia
$241K +$364 +4 +0.2%
QCG
600
Quadrant Capital Group
Ohio
$240K