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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
126
CIBC World Market
Ontario, Canada
$816K +$25.3K +456 +3%
BIC
127
Bridges Investment Counsel
Nebraska
$811K -$97.4K -1,754 -11%
BIM
128
Bridges Investment Management
Nebraska
$811K
CC
129
Courier Capital
New York
$797K +$1.44K +26 +0.2%
HW
130
Hedeker Wealth
Illinois
$783K +$721K +12,986 +664%
1GA
131
1st Global Advisors
Texas
$769K -$20.2K -364 -2%
AIS
132
American Investment Services
Massachusetts
$761K -$68.9K -1,240 -8%
EC
133
Estate Counselors
Wisconsin
$747K +$794K +14,300 New
FIM
134
Freedom Investment Management
Connecticut
$640K +$656K +11,818 +129%
TF
135
Tompkins Financial
New York
$633K -$25K -450 -4%
NG
136
NatWest Group
United Kingdom
$623K
BHWM
137
Bar Harbor Wealth Management
New Hampshire
$618K +$10.4K +188 +2%
VWM
138
Vector Wealth Management
Minnesota
$605K +$321K +5,780 +120%
SI
139
Stephens Inc
Arkansas
$604K +$424K +7,630 +196%
PAM
140
PVG Asset Management
Colorado
$600K -$15K -270 -2%
Millennium Management
141
Millennium Management
New York
$582K +$617K +11,112 New
Janney Montgomery Scott
142
Janney Montgomery Scott
Pennsylvania
$576K +$42.9K +772 +8%
PWLP
143
Prio Wealth Limited Partnership
Massachusetts
$570K +$55.5K +1,000 +10%
Betterment LLC
144
Betterment LLC
New York
$563K +$229K +4,124 +62%
VIA
145
Vantage Investment Advisors
Pennsylvania
$556K +$72K +1,296 +14%
SB
146
Suntrust Banks
Georgia
$547K +$71K +1,278 +14%
NPC
147
National Planning Corporation
California
$545K -$14.3M -257,336 -96%
PGFC
148
Peapack-Gladstone Financial Corp
New Jersey
$530K
DWM
149
Destination Wealth Management
California
$506K -$8.18M -147,376 -94%
SWP
150
Stratos Wealth Partners
Ohio
$505K +$83.1K +1,496 +18%