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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
476
Brighton Jones LLC
Washington
$584K +$30.6K +200 +5%
WA
477
Wealthstream Advisors
New York
$582K
PVI
478
Pine Valley Investments
New Jersey
$582K +$19.6K +128 +3%
DPI
479
Diversified Portfolios Inc
Michigan
$579K
WF
480
Welch & Forbes
Massachusetts
$579K +$32.1K +210 +6%
KWM
481
Kingsview Wealth Management
Oregon
$577K +$37.3K +244 +7%
PHAM
482
Palisades Hudson Asset Management
Florida
$576K +$1.53K +10 +0.3%
FFN
483
Focus Financial Network
Minnesota
$575K +$1.99K +13 +0.4%
CPIG
484
Chicago Partners Investment Group
Illinois
$573K +$1.99K +13 +0.4%
KWM
485
Keebeck Wealth Management
Illinois
$569K
FA
486
Fiducient Advisors
Illinois
$566K +$568K +3,714 New
CAAM
487
Cornerstone Advisors Asset Management
Pennsylvania
$564K
CC
488
Chicago Capital
Illinois
$564K +$566K +3,700 New
OSAM
489
O'Shaughnessy Asset Management
Connecticut
$560K +$89.9K +588 +19%
MA
490
Montag & Associates
Georgia
$555K +$67.4K +441 +14%
MA
491
Mutual Advisors
Nebraska
$554K -$111K -725 -18%
SWA
492
Strategies Wealth Advisors
Michigan
$552K +$2.45K +16 +0.4%
IFPG
493
Intrepid Financial Planning Group
Indiana
$552K +$3.82K +25 +0.7%
First Manhattan
494
First Manhattan
New York
$550K -$11.8K -77 -2%
PSA
495
Plum Street Advisors
Louisiana
$550K +$5.35K +35 +1%
RIA
496
Retirement Investment Advisors
Oklahoma
$543K +$545K +3,566 New
LFS
497
Lutz Financial Services
Nebraska
$539K -$144K -944 -21%
GIA
498
Gladstone Institutional Advisory
Florida
$539K -$4.28K -28 -0.8%
ANB
499
Amarillo National Bank
Texas
$539K -$60.6K -396 -10%
TNA
500
True North Advisors
Texas
$536K -$13.8K -90 -2%