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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
426
Retirement Investment Advisors
Oklahoma
$740K
PA
427
Pinnacle Associates
New York
$739K -$44.4K -263 -6%
FNBT
428
FineMark National Bank & Trust
Florida
$738K -$60.9K -361 -8%
BSTWA
429
Blake Schutter Theil Wealth Advisors
Ohio
$735K +$1.69K +10 +0.2%
DTC
430
Davidson Trust Company
Washington
$732K +$108K +641 +18%
NPT
431
National Philanthropic Trust
Pennsylvania
$732K
AC
432
Apella Capital
Connecticut
$725K +$197K +1,166 +40%
FG
433
Foster Group
Iowa
$722K -$844 -5 -0.1%
GI
434
GAMCO Investors
Connecticut
$720K -$86.1K -510 -11%
Bessemer Group
435
Bessemer Group
New Jersey
$712K +$492K +2,917 +263%
Russell Investments Group
436
Russell Investments Group
United Kingdom
$705K +$281K +1,664 +72%
THL
437
Tillman Hartley LLC
Colorado
$705K
AFG
438
Atomi Financial Group
New York
$705K +$169 +1 +0%
AWM
439
Aprio Wealth Management
Georgia
$705K -$23.5K -139 -3%
PTC
440
Private Trust Company
Ohio
$701K -$59.6K -353 -8%
PFM
441
Phillips Financial Management
Indiana
$699K -$104K -615 -13%
NP
442
NorthRock Partners
Minnesota
$696K -$100K -593 -13%
HCA
443
Heck Capital Advisors
Wisconsin
$692K +$71.2K +422 +12%
FA
444
Fiducient Advisors
Illinois
$692K +$290K +1,718 +78%
DWP
445
Daymark Wealth Partners
Ohio
$692K +$31.2K +185 +5%
PWM
446
Perigon Wealth Management
California
$685K -$24.1K -143 -4%
SIA
447
Stegner Investment Associates
Kentucky
$683K
ST
448
Sageworth Trust
Pennsylvania
$677K -$1.11M -6,595 -63%
AFC
449
AFT Forsyth & Company
Florida
$674K
EWP
450
Elevation Wealth Partners
California
$673K +$1.35K +8 +0.2%