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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RLWM
426
RF&L Wealth Management
Massachusetts
$695K
SWA
427
Sax Wealth Advisors
New Jersey
$690K
MWP
428
MYCIO Wealth Partners
Pennsylvania
$690K +$2.29K +16 +0.3%
CIP
429
Chartwell Investment Partners
Pennsylvania
$686K +$726K +5,064 New
FA
430
FDx Advisors
Illinois
$685K +$330K +2,303 +84%
Cerity Partners
431
Cerity Partners
New York
$682K -$11.1M -77,523 -94%
BI
432
Berkeley Inc
Idaho
$682K
ASBI
433
American State Bank (Iowa)
Iowa
$679K
HCC
434
Hirtle Callaghan & Co
Pennsylvania
$678K -$397K -2,770 -36%
PFM
435
Phillips Financial Management
Indiana
$671K -$8.46K -59 -1%
CFFP
436
Center for Financial Planning
Michigan
$666K -$50.2K -350 -7%
CW
437
CIC Wealth
Maryland
$664K -$75.3K -525 -10%
CANC
438
Culbertson A N & Co
Virginia
$662K
GCM
439
Gables Capital Management
Florida
$658K
AG
440
Appleton Group
Wisconsin
$656K +$32.1K +224 +5%
FCM
441
Firestone Capital Management
Florida
$654K
WFS
442
Widmann Financial Services
Maryland
$652K -$4.1M -28,577 -86%
PFS
443
Prospera Financial Services
Texas
$652K -$10.2K -71 -1%
LT
444
Legacy Trust
Michigan
$648K
UWPG
445
Ullmann Wealth Partners Group
Florida
$647K -$6.6K -46 -1%
CPA
446
Cardiff Park Advisors
California
$647K
FP
447
Factorial Partners
New York
$637K +$201K +1,400 +42%
CT
448
Caldwell Trust
Florida
$635K -$20.8K -145 -3%
OCG
449
Opus Capital Group
Ohio
$633K
FBFS
450
First Business Financial Services
Wisconsin
$629K -$3.58K -25 -0.5%