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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OCM
701
Orion Capital Management
California
$91.4K – – –
BFO
702
Biltmore Family Office
North Carolina
$91K +$89.7K +800 New
MFT
703
Moisand Fitzgerald Tamayo
Florida
$90.6K +$11.9K +106 +15%
HNB
704
Hilltop National Bank
Wyoming
$88.7K – – –
ST
705
Smithfield Trust
Pennsylvania
$81K +$5.6K +50 +7%
WTA
706
Washington Trust Advisors
Massachusetts
$78.9K – – –
CWP
707
Concord Wealth Partners
Virginia
$77.1K +$1.01K +9 +1%
CTB
708
Country Trust Bank
Illinois
$74.9K – – –
RIL
709
Rothschild Investment LLC
Illinois
$73.2K – – –
GI
710
GAMMA Investing
California
$70.5K +$6.84K +61 +11%
CPG
711
Cornerstone Planning Group
New Jersey
$70.1K – – –
MWPCG
712
Measured Wealth Private Client Group
New Hampshire
$70.1K -$8.52K -76 -11%
KPP
713
Kings Path Partners
Texas
$69.1K – – –
SAM
714
Smartleaf Asset Management
Massachusetts
$68.1K +$66.5K +593 New
Qube Research & Technologies (QRT)
715
Qube Research & Technologies (QRT)
United Kingdom
$67.7K – – –
HI
716
Harbour Investments
Wisconsin
$65.9K +$3.14K +28 +5%
CTC
717
Central Trust Company
Missouri
$63.6K – – –
AAG
718
Armstrong Advisory Group
Massachusetts
$62.5K – – –
PIA
719
Powell Investment Advisors
Florida
$60.6K – – –
TWM
720
Topsail Wealth Management
North Carolina
$60.5K – – –
IAIM
721
International Assets Investment Management
Florida
$60K +$59.2K +528 New
JEST
722
JTC Employer Solutions Trustee
Jersey
$60K – – –
CIA
723
Cape Investment Advisory
Georgia
$59.1K +$57K +509 +5,090%
SA
724
Seneschal Advisors
Washington
$55K – – –
GIP
725
Granite Investment Partners
California
$54.6K – – –