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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
426
Palisades Hudson Asset Management
Florida
$302K -$2.06M -18,398 -83%
TP
427
Tranquility Partners
Tennessee
$298K -$6.51K -58 -2%
PAS
428
Professional Advisory Services
Florida
$295K
CHJWM
429
Carlton Hofferkamp & Jenks Wealth Management
Texas
$295K +$55.5K +495 +19%
IFWM
430
Institute for Wealth Management
Colorado
$294K +$5.05K +45 +1%
YWP
431
YorkBridge Wealth Partners
New York
$292K
AMCA
432
Arthur M. Cohen & Associates
Illinois
$291K +$1.01K +9 +0.2%
WKWM
433
Walter & Keenan Wealth Management
Indiana
$291K +$421K +3,755 New
TAM
434
Townsend Asset Management
North Carolina
$290K -$87.8K -783 -18%
CS
435
Cannell & Spears
New York
$289K -$418K -3,725 -51%
NWP
436
Northstar Wealth Partners
Connecticut
$289K
AA
437
Alesco Advisors
New York
$288K
MFW
438
Mosaic Family Wealth
Missouri
$288K +$8.3K +74 +2%
WFA
439
Wellspring Financial Advisors
Ohio
$286K +$391K +3,487 New
BCM
440
BlueCrest Capital Management
Jersey
$284K +$389K +3,467 New
PA
441
PFG Advisors
Arizona
$283K -$21.8K -194 -5%
PA
442
Paracle Advisors
Washington
$279K -$1.54M -13,732 -80%
PIMG
443
Patriot Investment Management Group
Tennessee
$272K -$91K -811 -20%
CWM
444
CCG Wealth Management
California
$271K -$121K -1,081 -25%
AIM
445
Allen Investment Management
New York
$271K
MPM
446
Meritage Portfolio Management
Kansas
$268K +$35.1K +313 +11%
MAM
447
Madison Asset Management
Wisconsin
$263K
NFC
448
Northeast Financial Consultants
Connecticut
$262K
Bessemer Group
449
Bessemer Group
New Jersey
$258K
MMHP
450
Murphy Middleton Hinkle & Parker
Georgia
$256K