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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GFWA
626
Grey Fox Wealth Advisors
Delaware
$174K +$167K +1,572 New
HWM
627
HighMark Wealth Management
Minnesota
$172K +$743 +7 +0.5%
MPCG
628
Matrix Private Capital Group
New York
$171K – – –
AIA
629
Arcadia Investment Advisors
Idaho
$170K – – –
VWA
630
VSM Wealth Advisory
Maryland
$170K +$212 +2 +0.1%
WCM
631
Winthrop Capital Management
Indiana
$169K – – –
DWM
632
Dogwood Wealth Management
Kansas
$165K +$22.3K +210 +16%
GWM
633
Geneos Wealth Management
Colorado
$156K -$15.8K -149 -10%
ACA
634
Aptus Capital Advisors
Alabama
$155K +$1.38K +13 +0.9%
RA
635
Rise Advisors
New York
$147K +$425 +4 +0.3%
OC
636
Oakworth Capital
Alabama
$146K – – –
CFS
637
CGC Financial Services
Oregon
$145K -$80.9K -762 -37%
AIC
638
Archer Investment Corporation
Indiana
$145K – – –
AWM
639
AllSquare Wealth Management
New York
$142K – – –
AP
640
Atwood & Palmer
Missouri
$141K – – –
HAP
641
Harbor Asset Planning
Massachusetts
$139K +$743 +7 +0.6%
CWM
642
Copia Wealth Management
Oregon
$139K – – –
HCM
643
Hollencrest Capital Management
California
$138K – – –
FLP
644
Financial Life Planners
Arizona
$137K +$132K +1,241 New
EPW
645
Evergreen Private Wealth
Colorado
$137K +$7.75K +73 +6%
CT
646
Coastline Trust
Rhode Island
$137K -$17K -160 -11%
WIM
647
Westside Investment Management
California
$134K +$16.4K +154 +15%
AssetMark Inc
648
AssetMark Inc
California
$133K -$71.2K -670 -36%
BlackRock
649
BlackRock
New York
$133K – – –
HPC
650
HM Payson & Co
Maine
$132K – – –