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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GS
601
GWN Securities
Florida
$214K +$204K +1,924 New
BFO
602
Boston Family Office
Massachusetts
$213K -$55.5K -523 -21%
TCOTS
603
Trust Company of the South
North Carolina
$212K +$204K +1,920 New
IA
604
IFG Advisory
Georgia
$211K +$203K +1,911 New
DC
605
Destiny Capital
Colorado
$210K +$202K +1,899 New
WAP
606
Wealthcare Advisory Partners
Pennsylvania
$209K +$201K +1,889 New
SWP
607
Sagespring Wealth Partners
Tennessee
$208K +$200K +1,879 New
JGIA
608
Jackson Grant Investment Advisers
Connecticut
$207K +$956 +9 +0.5%
SFA
609
Sequoia Financial Advisors
Ohio
$206K +$198K +1,864 New
TFS
610
Thoroughbred Financial Services
Tennessee
$206K +$198K +1,865 New
PMFA
611
Plante Moran Financial Advisors
Michigan
$205K – – –
MF
612
Meridian Financial
Massachusetts
$204K +$196K +1,849 New
AIM
613
Allen Investment Management
New York
$203K +$195K +1,836 New
SEI Investments
614
SEI Investments
Pennsylvania
$203K +$195K +1,833 New
EWA
615
EverSource Wealth Advisors
Alabama
$203K +$181K +1,700 +1,288%
SG
616
Sharper & Granite
California
$202K +$194K +1,827 New
ORG
617
Optimist Retirement Group
Washington
$202K +$193K +1,822 New
OP
618
ORG Partners
Indiana
$201K +$2.44K +23 +1%
MCM
619
MV Capital Management
Maryland
$199K – – –
IIL
620
Insight Inv LLC
California
$198K -$163K -1,535 -46%
NB
621
NBT Bank
New York
$197K -$49.1K -462 -26%
HIA
622
Harbor Investment Advisory
Maryland
$197K – – –
BIA
623
Benchmark Investment Advisors
Illinois
$190K +$183K +1,721 New
HWA
624
HHM Wealth Advisors
Tennessee
$184K – – –
SS
625
Sunbelt Securities
Texas
$182K +$93.8K +883 +116%