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iShares S&P Small-Cap 600 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CW
126
Code Waechter
Florida
$5.35M +$776 +7 +0%
SL
127
Salomon & Ludwin
Virginia
$5.25M -$239K -2,157 -4%
AWP
128
Accretive Wealth Partners
New Jersey
$5.25M -$10.8K -97 -0.2%
QC
129
Quent Capital
New York
$5.16M +$75.8K +684 +1%
ACIM
130
Azimuth Capital Investment Management
Michigan
$5.06M -$222K -2,000 -4%
EWA
131
EP Wealth Advisors
California
$4.99M +$1.03M +9,272 +25%
CGA
132
Crescent Grove Advisors
Illinois
$4.99M +$16.3K +147 +0.3%
Pathstone Holdings
133
Pathstone Holdings
New Jersey
$4.99M +$136K +1,225 +3%
PAI
134
Pittenger & Anderson Inc
Nebraska
$4.96M
LFAS
135
Level Four Advisory Services
Texas
$4.93M +$30.3K +273 +0.6%
ASN
136
Advisory Services Network
Georgia
$4.85M -$55.5K -501 -1%
GT
137
Greenleaf Trust
Michigan
$4.83M -$28.7K -259 -0.6%
LFS
138
Lutz Financial Services
Nebraska
$4.78M -$11.7K -106 -0.2%
SCG
139
Sonata Capital Group
Washington
$4.78M +$31.9K +288 +0.7%
DIP
140
DT Investment Partners
Pennsylvania
$4.77M
EK
141
Evensky & Katz
Florida
$4.75M -$146K -1,317 -3%
EWM
142
Empirical Wealth Management
Washington
$4.71M
PA
143
Parallel Advisors
California
$4.7M -$123K -1,108 -2%
CFG
144
Clayton Financial Group
Missouri
$4.59M +$141K +1,273 +3%
PAG
145
Private Advisor Group
New Jersey
$4.54M +$1.39M +12,534 +43%
LC
146
LTG Capital
Massachusetts
$4.47M +$9.75K +88 +0.2%
GLLW
147
Graves Light Lenhart Wealth
Virginia
$4.41M +$74K +668 +2%
BHIA
148
Birch Hill Investment Advisors
Massachusetts
$4.38M +$298K +2,688 +7%
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
$4.38M +$183K +1,653 +4%
ATPW
150
Ashton Thomas Private Wealth
Arizona
$4.35M +$1.55M +13,948 +53%