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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFI
51
SPC Financial Inc
Maryland
$19.2M +$122K +1,271 +0.6%
Mercer Global Advisors
52
Mercer Global Advisors
Colorado
$16.8M +$6.29M +65,603 +53%
HWA
53
Heartwood Wealth Advisors
Virginia
$16.4M +$659K +6,868 +4%
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$15.6M +$3.22M +33,558 +24%
JMF
55
Johnson Midwest Financial
Iowa
$15.6M +$1.77M +18,417 +12%
Creative Planning
56
Creative Planning
Kansas
$14.2M +$781K +8,150 +5%
Cerity Partners
57
Cerity Partners
New York
$13.7M +$3.69M +38,516 +33%
JC
58
JB Capital
Connecticut
$13.6M +$14.6M +152,660 New
KAS
59
Kestra Advisory Services
Texas
$13.5M +$6.92M +72,127 +91%
WP
60
WealthSource Partners
California
$13.3M +$12.3M +128,736 +629%
EIP
61
Ellis Investment Partners
Pennsylvania
$11.9M -$51.5K -537 -0.4%
CCFM
62
Clear Creek Financial Management
Washington
$11.6M +$12M +125,648 +2,655%
WSFS
63
Wilmington Savings Fund Society
Delaware
$11.4M -$7.14M -74,488 -37%
JMPWA
64
JP Morgan Private Wealth Advisors
California
$11.2M +$258K +2,694 +2%
MCM
65
MAI Capital Management
Ohio
$11M +$2.53M +26,343 +27%
WA
66
Wealth Architects
California
$10.9M -$672K -7,006 -5%
E
67
ETFidea
New York
$10.4M +$476K +4,961 +4%
NA
68
NewEdge Advisors
Louisiana
$10.1M +$9.53M +99,368 +709%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$9.82M +$3.21M +33,486 +44%
JWA
70
JFS Wealth Advisors
Pennsylvania
$9.27M -$71.3K -744 -0.7%
SWA
71
Sax Wealth Advisors
New Jersey
$9.21M -$364K -3,793 -4%
AWS
72
Atria Wealth Solutions
New York
$9.13M +$5.04M +52,528 +105%
1IA
73
1834 Investment Advisors
Wisconsin
$9.11M +$37.4K +390 +0.4%
NFC
74
Northeast Financial Consultants
Connecticut
$8.98M -$1.1M -11,517 -10%
BF
75
BOK Financial
Oklahoma
$8.93M +$234K +2,440 +2%