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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
601
Orion Capital Management
California
$71.7K +$76.6K +804 New
GEA
602
Glen Eagle Advisors
New Jersey
$70K
MFT
603
Moisand Fitzgerald Tamayo
Florida
$68.4K -$72.6K -762 -50%
CWP
604
Concord Wealth Partners
Virginia
$67.6K +$571 +6 +0.8%
HGERS
605
Householder Group Estate & Retirement Specialist
Arizona
$67.4K +$71.9K +755 New
QPBE
606
Quintet Private Bank (Europe)
Luxembourg
$64.2K +$52K +546 +314%
GWM
607
Geneos Wealth Management
Colorado
$64.1K +$3.05K +32 +5%
PO
608
Private Ocean
California
$62.4K
WTA
609
Washington Trust Advisors
Massachusetts
$61.9K
TWM
610
Tradition Wealth Management
Minnesota
$60K
Kayne Anderson Rudnick Investment Management
611
Kayne Anderson Rudnick Investment Management
California
$59.8K +$58.8K +617 +1,164%
CIA
612
Cape Investment Advisory
Georgia
$59.3K -$10.7K -112 -14%
ST
613
Smithfield Trust
Pennsylvania
$59K -$28.4K -298 -31%
CTB
614
Country Trust Bank
Illinois
$58.8K
Legacy Financial Group (Iowa)
615
Legacy Financial Group (Iowa)
Iowa
$54.9K +$58.6K +615 New
CTA
616
Colonial Trust Advisors
South Carolina
$54.2K
GBT
617
Grove Bank & Trust
Florida
$53.5K
AAG
618
Armstrong Advisory Group
Massachusetts
$49.1K
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$49.1K
SS
620
Sunbelt Securities
Texas
$49K
CIA
621
Choate Investment Advisors
Massachusetts
$48.9K +$52.2K +548 New
JEST
622
JTC Employer Solutions Trustee
Jersey
$47K
WWP
623
WR Wealth Planners
Missouri
$46.9K -$571 -6 -1%
LF
624
Lee Financial
Texas
$46.5K
Allspring Global Investments
625
Allspring Global Investments
North Carolina
$45K +$41.5K +436 +641%