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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
126
Empirical Wealth Management
Washington
$4.44M +$83.6K +851 +2%
SCG
127
Sonata Capital Group
Washington
$4.4M +$207K +2,103 +5%
ASN
128
Advisory Services Network
Georgia
$4.39M +$1.41M +14,340 +47%
LFAS
129
Level Four Advisory Services
Texas
$4.39M +$31.4K +320 +0.7%
GT
130
Greenleaf Trust
Michigan
$4.38M -$49.9K -508 -1%
LFS
131
Lutz Financial Services
Nebraska
$4.32M -$56.5K -575 -1%
CGA
132
Crescent Grove Advisors
Illinois
$4.29M -$228K -2,319 -5%
DIP
133
DT Investment Partners
Pennsylvania
$4.27M
SP
134
Sequent Planning
Nebraska
$4.26M +$275K +2,801 +7%
AWE
135
Avidian Wealth Enterprises
Texas
$4.26M -$168K -1,711 -4%
SFS
136
Sowell Financial Services
Arkansas
$4.22M +$19.3K +196 +0.5%
PA
137
Parallel Advisors
California
$4.19M -$4.62K -47 -0.1%
Jane Street
138
Jane Street
New York
$4.14M -$1.54M -15,682 -27%
CC
139
Courier Capital
New York
$4.05M +$740K +7,529 +22%
CA
140
Centerpoint Advisors
Massachusetts
$4.04M -$39.1K -398 -0.9%
LC
141
LTG Capital
Massachusetts
$4.02M +$287K +2,923 +8%
CFG
142
Clayton Financial Group
Missouri
$4.01M
TW
143
TrinityPoint Wealth
Connecticut
$3.91M +$693K +7,052 +21%
FCFC
144
First Citizens Financial Corp
Iowa
$3.9M -$49.8K -507 -1%
BWM
145
BKM Wealth Management
Wisconsin
$3.88M +$211K +2,143 +6%
Pathstone Holdings
146
Pathstone Holdings
New Jersey
$3.86M +$169K +1,716 +5%
GLLW
147
Graves Light Lenhart Wealth
Virginia
$3.83M +$84.7K +862 +2%
KAS
148
Kestra Advisory Services
Texas
$3.79M -$198K -2,010 -5%
FMC
149
First Merchants Corp
Indiana
$3.78M -$103K -1,053 -3%
Northern Trust
150
Northern Trust
Illinois
$3.74M -$482K -4,901 -11%