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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QFA
651
Quantum Financial Advisors
California
$239K
SFPG
652
Stonebridge Financial Planning Group
Florida
$237K +$224K +1,737 New
BIA
653
Benchmark Investment Advisors
Illinois
$235K
DWP
654
Destiny Wealth Partners
Florida
$235K
BCM
655
Brookstone Capital Management
Illinois
$235K -$23.6K -183 -10%
GWM
656
Geneos Wealth Management
Colorado
$235K +$59.6K +462 +37%
CCM
657
Coldstream Capital Management
Washington
$234K
GC
658
Garde Capital
Washington
$234K
AFG
659
Allegheny Financial Group
Pennsylvania
$233K
GS
660
GWN Securities
Florida
$232K -$1.03K -8 -0.5%
TTWM
661
TCV Trust & Wealth Management
Virginia
$231K +$218K +1,688 New
LA
662
LVW Advisors
New York
$230K +$217K +1,686 New
MCM
663
MV Capital Management
Maryland
$230K
EA
664
Enclave Advisors
Texas
$229K -$17.3K -134 -7%
FPH
665
Financial Planning Hawaii
Hawaii
$228K +$215K +1,670 New
HWA
666
HHM Wealth Advisors
Tennessee
$227K
LC
667
LCNB Corp
Ohio
$226K +$213K +1,650 New
MIC
668
Means Investment Company
Maine
$224K +$211K +1,638 New
LWMNY
669
Landmark Wealth Management (New York)
New York
$223K -$7.48K -58 -3%
VEM
670
Vann Equity Management
Texas
$222K -$103K -799 -33%
MAMG
671
Milestone Asset Management Group
Connecticut
$222K +$209K +1,621 New
TPBG
672
Turning Point Benefit Group
Maryland
$220K +$208K +1,612 New
CWM
673
Connecticut Wealth Management
Connecticut
$220K +$207K +1,606 New
BFO
674
Boston Family Office
Massachusetts
$219K -$24.3K -188 -10%
Balyasny Asset Management
675
Balyasny Asset Management
Illinois
$219K +$206K +1,600 New