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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCP
601
Sivia Capital Partners
California
$213K +$206K +1,981 New
CTA
602
Camelot Technology Advisors
California
$213K +$205K +1,975 New
CM
603
Columbus Macro
Pennsylvania
$212K +$205K +1,970 New
CT
604
Coastline Trust
Rhode Island
$212K +$204K +1,967 New
WPW
605
Watershed Private Wealth
Illinois
$210K -$17.1K -165 -8%
TCWA
606
Turtle Creek Wealth Advisors
Texas
$210K
HIA
607
Harbor Investment Advisory
Maryland
$208K
TCOTS
608
Trust Company of the South
North Carolina
$207K +$199K +1,920 New
NWAG
609
Net Worth Advisory Group
Utah
$206K +$199K +1,918 New
WCF
610
West Coast Financial
California
$206K +$199K +1,917 New
DWM
611
Drive Wealth Management
Utah
$205K +$198K +1,905 New
AWP
612
Avid Wealth Partners
Texas
$204K +$196K +1,892 New
SEI Investments
613
SEI Investments
Pennsylvania
$203K +$196K +1,883 New
AIA
614
Arcadia Investment Advisors
Idaho
$201K
MWM
615
Mission Wealth Management
California
$200K +$193K +1,861 New
NB
616
NBT Bank
New York
$200K +$120K +1,154 +165%
JGIA
617
Jackson Grant Investment Advisers
Connecticut
$198K +$935 +9 +0.5%
WIM
618
Westside Investment Management
California
$196K +$31.5K +303 +20%
GC
619
Garde Capital
Washington
$195K
AWM
620
AllSquare Wealth Management
New York
$192K
OP
621
ORG Partners
Indiana
$190K -$1.56K -15 -0.8%
FFL
622
Financial Freedom LLC
Ohio
$188K -$236K -2,269 -56%
VWM
623
Venturi Wealth Management
Texas
$185K +$179K +1,719 New
HWA
624
HHM Wealth Advisors
Tennessee
$179K
RA
625
Rise Advisors
New York
$170K +$831 +8 +0.5%