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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
801
Patriot Financial Group Insurance Agency
Massachusetts
– -$4.48M -45,036 Closed
CPC
802
CFC Planning Company
Indiana
– -$2.07M -20,784 Closed
BWS
803
Buck Wealth Strategies
Colorado
– -$1.9M -19,131 Closed
FTUS
804
Flow Traders U.S.
New York
– -$1.76M -17,718 Closed
MCC
805
Money Concepts Capital
Florida
– -$1.42M -14,319 Closed
FAIM
806
Financial Advocates Investment Management
Washington
– -$1.31M -13,117 Closed
GS
807
GTS Securities
Florida
– -$1.17M -11,738 Closed
SAM
808
Silvercrest Asset Management
New York
– -$469K -4,716 Closed
VNA
809
Valley National Advisers
Pennsylvania
– -$394K -3,962 Closed
AIP
810
Almanack Investment Partners
Pennsylvania
– -$348K -3,495 Closed
FAC
811
Financial Advisory Corporation
Michigan
– -$336K -3,376 Closed
CPSAC
812
Chas P. Smith & Associates (CPS)
Florida
– -$333K -3,351 Closed
FA
813
Fiducient Advisors
Illinois
– -$322K -3,239 Closed
ACM
814
Advisors Capital Management
New Jersey
– -$302K -3,032 Closed
SC
815
Soundwatch Capital
Connecticut
– -$1.53M -2,785 Closed
DIA
816
Dana Investment Advisors
Wisconsin
– -$255K -2,560 Closed
AFA
817
American Financial Advisors
Georgia
– -$241K -2,419 Closed
PJWM
818
Philip James Wealth Mangement
Georgia
– -$225K -2,264 Closed
CM
819
Columbus Macro
Pennsylvania
– -$223K -2,238 Closed
SFPG
820
Stonebridge Financial Planning Group
Florida
– -$218K -2,189 Closed
CWA
821
CogentBlue Wealth Advisors
Tennessee
– -$214K -2,149 Closed
FFA
822
Fortune Financial Advisors
Kansas
– -$209K -2,098 Closed
FFM
823
Forum Financial Management
Illinois
– -$204K -2,050 Closed
GC
824
Garde Capital
Washington
– -$171K -1,715 Closed
LI
825
LRI Investments
Florida
– -$125K -1,260 Closed