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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TA
401
Trellis Advisors
Washington
$429K -$44.6K -378 -10%
YWP
402
YorkBridge Wealth Partners
New York
$425K
DJSG
403
D.J. St. Germain
Massachusetts
$422K -$34.1K -289 -8%
NWP
404
Northstar Wealth Partners
Connecticut
$421K -$1.42K -12 -0.3%
AA
405
Alesco Advisors
New York
$420K -$4.25K -36 -1%
DY
406
Dowling & Yahnke
California
$420K +$28.6K +242 +7%
Cetera Investment Advisers
407
Cetera Investment Advisers
Illinois
$416K -$102K -865 -20%
FAIM
408
Financial Advocates Investment Management
Washington
$415K -$19.8K -168 -5%
SPC
409
Sigma Planning Corp
Michigan
$412K +$12.5K +106 +3%
PA
410
PFG Advisors
Arizona
$412K +$115K +970 +38%
MFW
411
Mosaic Family Wealth
Missouri
$409K +$354 +3 +0.1%
ACA
412
Atlas Capital Advisors
Wyoming
$406K +$71.8K +608 +22%
RA
413
Rational Advisors
New York
$406K +$401K +3,397 New
OCG
414
Opus Capital Group
Ohio
$401K +$6.14K +52 +2%
MMHP
415
Murphy Middleton Hinkle & Parker
Georgia
$399K -$11.7K -99 -3%
RG
416
Rikoon Group
New Mexico
$395K
AIM
417
Allen Investment Management
New York
$394K
BAM
418
Belpointe Asset Management
Nevada
$391K +$153K +1,295 +65%
MIH
419
Madison Investment Holdings
Wisconsin
$383K
NFC
420
Northeast Financial Consultants
Connecticut
$381K +$4.37K +37 +1%
TW
421
Towerpoint Wealth
California
$379K -$5.32K -45 -1%
Bessemer Group
422
Bessemer Group
New Jersey
$375K +$119K +1,010 +47%
WI
423
Wedgewood Investors
Pennsylvania
$365K
MFG
424
Magnus Financial Group
New York
$363K -$10.6K -90 -3%
SIA
425
Starfire Investment Advisers
Michigan
$363K