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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFWC
601
Strategic Family Wealth Counselors
New Jersey
$247K -$44.5K -464 -14%
EWM
602
Endurance Wealth Management
Rhode Island
$245K – – –
WAP
603
Wealthcare Advisory Partners
Pennsylvania
$242K +$575 +6 +0.2%
QCIG
604
Quad-Cities Investment Group
Iowa
$242K +$4.99K +52 +2%
CPWMP
605
Cardinal Point Wealth Management Partners
California
$240K – – –
WCF
606
West Coast Financial
California
$240K – – –
NB
607
Nicolet Bankshares
Wisconsin
$239K +$257K +2,682 New
CWA
608
CM Wealth Advisors
Ohio
$238K +$257K +2,676 New
BFS
609
Bradley Foster & Sargent
Connecticut
$236K +$254K +2,652 New
CW
610
Connectus Wealth
Ohio
$236K +$255K +2,655 New
Principal Financial Group
611
Principal Financial Group
Iowa
$234K +$252K +2,632 New
FP
612
Financial Perspectives
Minnesota
$228K +$1.63K +17 +0.7%
VVP
613
Venture Visionary Partners
Ohio
$228K – – –
BBHC
614
Brown Brothers Harriman & Co
New York
$227K – – –
SIC
615
Sigma Investment Counselors
Michigan
$227K – – –
LBC
616
Lowe Brockenbrough & Co
Virginia
$226K – – –
NCM
617
Narwhal Capital Management
Georgia
$226K +$96 +1 +0%
JWM
618
Jeppson Wealth Management
California
$223K – – –
SAS
619
SMI Advisory Services
Indiana
$217K +$234K +2,440 New
MP
620
McDonald Partners
Ohio
$216K – – –
CST
621
Charles Schwab Trust
Nevada
$214K – – –
FB
622
Fulton Bank
Pennsylvania
$214K +$231K +2,406 New
OC
623
Oppenheimer & Co
New York
$213K +$40.7K +424 +22%
OLVIG
624
Oliver Lagore Vanvalin Investment Group
Michigan
$213K +$230K +2,395 New
MLA
625
My Legacy Advisors
Oregon
$213K +$231K +2,411 New