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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
76
Alesco Advisors
New York
$2.78M -$158K -3,038 -6%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$2.64M -$363K -6,994 -13%
PAI
78
Pittenger & Anderson Inc
Nebraska
$2.59M
CFS
79
Commonwealth Financial Services
West Virginia
$2.54M +$2.32M +44,806 New
UR
80
USCA RIA
Texas
$2.48M +$2.27M +43,836 New
PA
81
Planning Alternatives
Michigan
$2.32M -$126K -2,422 -6%
Franklin Resources
82
Franklin Resources
California
$2.32M +$104K +2,000 +5%
CWM
83
Cranbrook Wealth Management
Michigan
$2.29M +$126K +2,424 +6%
Ameriprise
84
Ameriprise
Minnesota
$2.28M -$1.35M -26,110 -39%
GF
85
Gerstein Fisher
New York
$2.26M +$217K +4,184 +12%
CPSAC
86
Chas P. Smith & Associates (CPS)
Florida
$2.19M -$218K -4,212 -10%
FWP
87
FAS Wealth Partners
Kansas
$2.17M -$3.18M -61,352 -62%
VFS
88
VSR Financial Services
Kansas
$2.07M -$87.8K -1,692 -4%
SWM
89
Segment Wealth Management
Texas
$2M +$145K +2,794 +9%
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$1.95M -$4.94M -95,264 -73%
PP
91
Palladium Partners
Virginia
$1.94M -$101K -1,946 -5%
NPC
92
National Planning Corporation
California
$1.9M +$1.1M +21,140 +175%
FA
93
FCG Advisors
New Jersey
$1.88M +$1.72M +33,196 New
CI
94
Conning Inc
Connecticut
$1.87M +$154K +2,962 +10%
CG
95
Colony Group
Massachusetts
$1.83M -$17.4M -335,204 -91%
EA
96
Efficient Advisors
Ohio
$1.82M +$291K +5,602 +21%
SPC
97
Sigma Planning Corp
Michigan
$1.72M +$49.7K +958 +3%
TIA
98
Tiemann Investment Advisors
California
$1.71M +$14.6K +282 +0.9%
CPIG
99
Chicago Partners Investment Group
Illinois
$1.7M -$151K -2,906 -9%
Betterment LLC
100
Betterment LLC
New York
$1.69M +$618K +11,906 +66%