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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
601
Federation des caisses Desjardins du Quebec
Quebec, Canada
$237K
FWMP
602
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$235K +$240K +2,164 New
EW
603
Evoke Wealth
California
$235K
PWM
604
Perigon Wealth Management
California
$235K +$10.5K +95 +5%
BFC
605
Bedel Financial Consulting
Indiana
$235K +$235K +2,122 New
GWP
606
Gen-Wealth Partners
Michigan
$234K
FFM
607
Forum Financial Management
Illinois
$234K +$239K +2,155 New
HFS
608
Heritage Financial Services
Massachusetts
$231K
GPA
609
Guidance Point Advisors
Massachusetts
$231K +$1.11K +10 +0.5%
BFG
610
Bleakley Financial Group
New Jersey
$229K +$6.32K +57 +3%
FMII
611
Farmers & Merchants Investments Inc
Nebraska
$228K
PFA
612
Petra Financial Advisors
Colorado
$227K
AWM
613
Aprio Wealth Management
Georgia
$225K +$230K +2,075 New
ACM
614
Advisors Capital Management
New Jersey
$225K -$47.1K -425 -17%
SG
615
Sharper & Granite
California
$225K -$22.2K -200 -9%
KP
616
Keel Point
Alabama
$224K +$229K +2,066 New
IA
617
IFG Advisory
Georgia
$223K +$228K +2,053 New
PPA
618
Painted Porch Advisors
California
$223K +$2.44K +22 +1%
IIC
619
Integrated Investment Consultants
Michigan
$221K +$4.1K +37 +2%
VF
620
Vawter Financial
Ohio
$219K
GFA
621
Gallagher Fiduciary Advisors
Illinois
$219K +$998 +9 +0.4%
BOPW
622
Brandywine Oak Private Wealth
Pennsylvania
$218K +$2.22K +20 +1%
JWM
623
Jeppson Wealth Management
California
$217K
GSWM
624
Greenup Street Wealth Management
Michigan
$216K -$4.74M -42,776 -96%
CM
625
Columbus Macro
Pennsylvania
$216K +$1.66K +15 +0.8%