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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
626
Garde Capital
Washington
$207K
CWP
627
Curated Wealth Partners
California
$207K -$191K -2,100 -51%
DWP
628
Destiny Wealth Partners
Florida
$207K +$190K +2,080 New
KCM
629
Kendall Capital Management
Maryland
$207K +$183K +2,005 New
HP
630
Holistic Planning
Texas
$207K +$183K +2,004 New
JWM
631
Jeppson Wealth Management
California
$206K +$182K +2,000 New
PPA
632
Painted Porch Advisors
California
$206K +$182K +2,000 New
PWM
633
Perigon Wealth Management
California
$206K +$182K +1,995 New
HI
634
Harbour Investments
Wisconsin
$206K +$19.8K +217 +12%
GFA
635
Gallagher Fiduciary Advisors
Illinois
$204K +$180K +1,976 New
BOPW
636
Brandywine Oak Private Wealth
Pennsylvania
$202K -$228K -2,499 -56%
SEI Investments
637
SEI Investments
Pennsylvania
$201K +$178K +1,951 New
TCWA
638
Turtle Creek Wealth Advisors
Texas
$201K +$178K +1,950 New
CM
639
Columbus Macro
Pennsylvania
$200K +$177K +1,946 New
SOS
640
Silver Oak Securities
Tennessee
$198K +$175K +1,920 New
CA
641
Clearstead Advisors
Ohio
$197K
AIA
642
Arcadia Investment Advisors
Idaho
$195K
KWAG
643
Kiely Wealth Advisory Group
North Carolina
$191K +$174K +1,906 New
CAS
644
Coppell Advisory Solutions
Texas
$189K +$167K +1,837 New
JGIA
645
Jackson Grant Investment Advisers
Connecticut
$187K +$364 +4 +0.2%
AssetMark Inc
646
AssetMark Inc
California
$184K +$148K +1,621 +977%
AWM
647
AllSquare Wealth Management
New York
$184K
HWA
648
HHM Wealth Advisors
Tennessee
$171K
PMFA
649
Plante Moran Financial Advisors
Michigan
$167K
OP
650
ORG Partners
Indiana
$166K +$51K +560 +53%