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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
301
Marotta Asset Management
Virginia
$708K -$387K -3,807 -35%
TW
302
Transform Wealth
Colorado
$706K -$15.7K -155 -2%
TF
303
Tompkins Financial
New York
$691K
CWM
304
Cornerstone Wealth Management
Missouri
$689K +$5.79K +57 +0.8%
Cerity Partners
305
Cerity Partners
New York
$686K +$203 +2 +0%
RFC
306
Regions Financial Corp
Alabama
$671K -$177K -1,740 -20%
LNC
307
Lincoln National Corp
Pennsylvania
$671K -$14.5K -143 -2%
DIS
308
Diversified Investment Strategies
Louisiana
$671K +$10.7K +105 +2%
BT
309
Brandywine Trust
Delaware
$661K
PAI
310
Pittenger & Anderson Inc
Nebraska
$646K
CAM
311
Cresset Asset Management
Illinois
$640K -$1.12K -11 -0.2%
SCM
312
Stordahl Capital Management
Colorado
$638K -$3.05K -30 -0.5%
CFFP
313
Center for Financial Planning
Michigan
$629K -$105K -1,038 -14%
ACA
314
Anchor Capital Advisors
Massachusetts
$623K -$47.7K -470 -7%
Verition Fund Management
315
Verition Fund Management
Connecticut
$614K +$628K +6,181 New
AIM
316
Alhambra Investment Management
Florida
$587K +$601K +5,914 New
WP
317
WealthPLAN Partners
Nebraska
$584K -$15.2K -150 -3%
AAM
318
Autus Asset Management
Arizona
$584K -$2.44K -24 -0.4%
CCT
319
Chemung Canal Trust
New York
$582K -$694K -6,831 -54%
FAIM
320
Financial Advocates Investment Management
Washington
$582K +$595K +5,859 New
Kovitz Investment Group Partners
321
Kovitz Investment Group Partners
Illinois
$577K -$9.14K -90 -2%
HCM
322
Howland Capital Management
Massachusetts
$575K
CS
323
Comerica Securities
Michigan
$571K
SFA
324
Sequoia Financial Advisors
Ohio
$567K +$43.6K +429 +8%
SSB
325
Sandy Spring Bank
Maryland
$564K +$3.96K +39 +0.7%