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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MPIA
576
Milestones Private Investment Advisors
New York
$224K +$212K +2,249 New
FM
577
Foster & Motley
Ohio
$223K -$189 -2 -0.1%
CM
578
Columbus Macro
Pennsylvania
$223K +$211K +2,238 New
CFG
579
Cosner Financial Group
Colorado
$219K -$2.08K -22 -1%
PAM
580
Peak Asset Management
Colorado
$219K – – –
TW
581
Towerpoint Wealth
California
$218K +$207K +2,196 New
SFPG
582
Stonebridge Financial Planning Group
Florida
$218K -$75.1K -795 -27%
PWM
583
Perigon Wealth Management
California
$218K +$5.1K +54 +3%
IIC
584
Integrated Investment Consultants
Michigan
$217K -$2.83K -30 -1%
FWMP
585
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$215K – – –
WC
586
Weil Company
California
$214K +$94 +1 +0%
CWA
587
CogentBlue Wealth Advisors
Tennessee
$214K -$7.65K -81 -4%
BFC
588
Bedel Financial Consulting
Indiana
$211K +$200K +2,122 New
GPA
589
Guidance Point Advisors
Massachusetts
$210K -$1.79K -19 -0.9%
FMII
590
Farmers & Merchants Investments Inc
Nebraska
$209K – – –
SWM
591
Silverlake Wealth Management
Vermont
$209K +$198K +2,099 New
FFA
592
Fortune Financial Advisors
Kansas
$209K -$9.82K -104 -5%
HWM
593
HB Wealth Management
Georgia
$207K -$23K -244 -10%
CFS
594
CGC Financial Services
Oregon
$206K -$5.19K -55 -3%
Luther King Capital Management (LKCM)
595
Luther King Capital Management (LKCM)
Texas
$205K – – –
PPA
596
Painted Porch Advisors
California
$204K +$94 +1 +0%
FFM
597
Forum Financial Management
Illinois
$204K +$194K +2,050 New
TWC
598
TD Waterhouse Canada
Ontario, Canada
$204K – – –
FWI
599
Facet Wealth Inc
Maryland
$203K +$190K +2,013 New
GFA
600
Gallagher Fiduciary Advisors
Illinois
$202K +$192K +2,030 New