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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BOPW
601
Brandywine Oak Private Wealth
Pennsylvania
$203K +$695 +7 +0.4%
CTA
602
Camelot Technology Advisors
California
$202K -$65K -655 -25%
MWM
603
Mission Wealth Management
California
$201K -$58.7K -591 -23%
TCWA
604
Turtle Creek Wealth Advisors
Texas
$200K – – –
HIA
605
Harbor Investment Advisory
Maryland
$198K +$98.3K +990 +105%
CA
606
Clearstead Advisors
Ohio
$196K +$2.78K +28 +1%
AIA
607
Arcadia Investment Advisors
Idaho
$195K – – –
JGIA
608
Jackson Grant Investment Advisers
Connecticut
$188K +$695 +7 +0.4%
KWAG
609
Kiely Wealth Advisory Group
North Carolina
$187K – – –
DWM
610
Dogwood Wealth Management
Kansas
$186K -$49K -494 -21%
GC
611
Garde Capital
Washington
$186K -$19.4K -195 -10%
AWM
612
AllSquare Wealth Management
New York
$183K – – –
HWA
613
HHM Wealth Advisors
Tennessee
$171K – – –
Qube Research & Technologies (QRT)
614
Qube Research & Technologies (QRT)
United Kingdom
$167K +$10.4K +105 +7%
PMFA
615
Plante Moran Financial Advisors
Michigan
$167K – – –
FIM
616
Fernwood Investment Management
Massachusetts
$164K +$159K +1,600 New
ACA
617
Aptus Capital Advisors
Alabama
$162K +$117K +1,183 +301%
RA
618
Rise Advisors
New York
$160K -$298 -3 -0.2%
IWP
619
IAG Wealth Partners
Wisconsin
$151K +$102K +1,024 +231%
BWP
620
Baldwin Wealth Partners
Massachusetts
$146K -$66.7K -672 -32%
MCM
621
Mill Capital Management
North Carolina
$144K – – –
HI
622
Harbour Investments
Wisconsin
$142K -$60.7K -612 -31%
LWANC
623
Laurel Wealth Advisors (North Carolina)
North Carolina
$141K – – –
AIC
624
Archer Investment Corporation
Indiana
$137K +$99 +1 +0.1%
IRAG
625
Investment Research & Advisory Group
Georgia
$133K – – –