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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
601
Endurance Wealth Management
Rhode Island
$245K
WAP
602
Wealthcare Advisory Partners
Pennsylvania
$242K +$575 +6 +0.2%
QCIG
603
Quad-Cities Investment Group
Iowa
$242K +$4.99K +52 +2%
CPWMP
604
Cardinal Point Wealth Management Partners
California
$240K
WCF
605
West Coast Financial
California
$240K
NB
606
Nicolet Bankshares
Wisconsin
$239K +$257K +2,682 New
CWA
607
CM Wealth Advisors
Ohio
$238K +$257K +2,676 New
BFS
608
Bradley Foster & Sargent
Connecticut
$236K +$254K +2,652 New
CW
609
Connectus Wealth
Ohio
$236K +$255K +2,655 New
Principal Financial Group
610
Principal Financial Group
Iowa
$234K +$252K +2,632 New
FP
611
Financial Perspectives
Minnesota
$228K +$1.63K +17 +0.7%
VVP
612
Venture Visionary Partners
Ohio
$228K
BBHC
613
Brown Brothers Harriman & Co
New York
$227K
SIC
614
Sigma Investment Counselors
Michigan
$227K
LBC
615
Lowe Brockenbrough & Co
Virginia
$226K
NCM
616
Narwhal Capital Management
Georgia
$226K +$96 +1 +0%
JWM
617
Jeppson Wealth Management
California
$223K
SAS
618
SMI Advisory Services
Indiana
$217K +$234K +2,440 New
MP
619
McDonald Partners
Ohio
$216K
CST
620
Charles Schwab Trust
Nevada
$214K
FB
621
Fulton Bank
Pennsylvania
$214K +$231K +2,406 New
OC
622
Oppenheimer & Co
New York
$213K +$40.7K +424 +22%
OLVIG
623
Oliver Lagore Vanvalin Investment Group
Michigan
$213K +$230K +2,395 New
MLA
624
My Legacy Advisors
Oregon
$213K +$231K +2,411 New
MCM
625
Mainstay Capital Management
Michigan
$212K -$12K -125 -5%