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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
401
Tarbox Family Office
California
$842K
IA
402
IFP Advisors
Florida
$838K +$12.2K +81 +2%
6F
403
626 Financial
Michigan
$830K +$777K +5,144 New
JAG
404
Journey Advisory Group
Kentucky
$815K -$4.99K -33 -0.6%
NNP
405
Nachman Norwood & Parrott
South Carolina
$815K
MWM
406
Meridian Wealth Management
Kentucky
$807K +$6.35K +42 +0.8%
Lido Advisors
407
Lido Advisors
California
$803K +$166K +1,096 +28%
SWM
408
Spire Wealth Management
Virginia
$799K +$756K +5,004 New
CAM
409
Cubic Asset Management
Massachusetts
$798K +$4.84K +32 +0.6%
BPC
410
Banque Pictet & Cie
Switzerland
$796K +$756K +5,000 New
TP
411
Tranquility Partners
Tennessee
$794K +$106K +700 +16%
MAFM
412
Mid Atlantic Financial Management
Pennsylvania
$792K -$158K -1,048 -17%
VCS
413
Vaughan & Co Securities
New Jersey
$792K -$29.2K -193 -4%
RZH
414
Relyea Zuckerberg Hanson
Connecticut
$785K +$76K +503 +12%
DWM
415
Dakota Wealth Management
Florida
$783K -$21.9K -145 -3%
FCM
416
Firestone Capital Management
Florida
$782K
TPCW
417
TD Private Client Wealth
New York
$778K +$285K +1,886 +63%
HCC
418
Hirtle Callaghan & Co
Pennsylvania
$778K
LWCFA
419
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$775K -$68K -450 -8%
GCM
420
Gables Capital Management
Florida
$774K
FWP
421
Falcon Wealth Planning
California
$771K -$18.3K -121 -2%
SC
422
Savant Capital
Illinois
$770K +$13.9K +92 +2%
BAM
423
Belpointe Asset Management
Nevada
$769K -$64.2K -425 -8%
WP
424
WealthPLAN Partners
Nebraska
$767K -$78.1K -517 -10%
Kovitz Investment Group Partners
425
Kovitz Investment Group Partners
Illinois
$764K -$98.8K -654 -12%