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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
476
RNC Capital Management
California
$654K
LT
477
Legacy Trust
Michigan
$654K +$666K +4,716 New
BOPW
478
Brandywine Oak Private Wealth
Pennsylvania
$652K +$58.5K +414 +10%
F
479
F3Logic
Minnesota
$647K +$64.8K +459 +11%
GBS
480
Gallagher Benefit Services
Illinois
$647K +$659K +4,666 New
AR
481
Advisory Research
Illinois
$647K +$659K +4,665 New
FBFS
482
First Business Financial Services
Wisconsin
$646K
Bessemer Group
483
Bessemer Group
New Jersey
$640K -$313K -2,214 -32%
CANC
484
Culbertson A N & Co
Virginia
$640K +$43.1K +305 +7%
IFWM
485
Institute for Wealth Management
Colorado
$632K +$141K +1,000 +28%
LFS
486
Lutz Financial Services
Nebraska
$630K
GPA
487
Guidance Point Advisors
Massachusetts
$628K +$4.38K +31 +0.7%
BFG
488
Bleakley Financial Group
New Jersey
$626K +$638K +4,518 New
ECG
489
Edge Capital Group
Georgia
$610K +$20.5K +145 +3%
FFM
490
Forum Financial Management
Illinois
$606K +$5.22K +37 +0.9%
AA
491
Auxano Advisors
Washington
$602K
TW
492
Transform Wealth
Colorado
$598K -$230K -1,629 -27%
JWCA
493
J.W. Cole Advisors
Florida
$597K -$3.67K -26 -0.6%
USCWA
494
U.S. Capital Wealth Advisors
Texas
$592K +$4.24K +30 +0.7%
WIM
495
Waycross Investment Management
Washington
$584K +$595K +4,211 New
CB
496
Centennial Bank
Arkansas
$582K +$593K +4,200 New
DT
497
Diversified Trust
Tennessee
$581K +$138K +974 +30%
Carson Wealth (CWM LLC)
498
Carson Wealth (CWM LLC)
Nebraska
$581K +$168K +1,192 +40%
KWM
499
Keebeck Wealth Management
Illinois
$578K -$29.8K -211 -5%
TNA
500
True North Advisors
Texas
$576K