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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
526
Morris Capital Advisors
Pennsylvania
$407K
SPWG
527
Sage Private Wealth Group
Illinois
$398K -$54.1K -374 -11%
FCA
528
FinTrust Capital Advisors
South Carolina
$396K -$4.91K -34 -1%
MWA
529
Monograph Wealth Advisors
California
$394K
AAP
530
Arax Advisory Partners
Colorado
$393K -$29.1M -201,548 -99%
WA
531
Wealth Alliance
New York
$390K -$709K -4,908 -62%
BFA
532
Bragg Financial Advisors
North Carolina
$390K +$437K +3,025 New
AA
533
Ancora Advisors
Ohio
$389K -$24K -166 -5%
JWA
534
JFS Wealth Advisors
Pennsylvania
$388K +$145 +1 +0%
SW
535
SteelPeak Wealth
California
$388K +$1.16K +8 +0.3%
KMWM
536
Keudell/Morrison Wealth Management
Oregon
$387K
Carson Wealth (CWM LLC)
537
Carson Wealth (CWM LLC)
Nebraska
$387K +$120K +832 +38%
AIFAIM
538
American Institute for Advanced Investment Management
Arizona
$384K
CPIG
539
Chicago Partners Investment Group
Illinois
$384K +$13.9K +96 +4%
IAG
540
Investment Advisory Group
Massachusetts
$381K -$3.18K -22 -0.7%
SCA
541
St. Clair Advisors
Ohio
$379K
GAG
542
GM Advisory Group
New York
$378K
KFA
543
Kelleher Financial Advisors
New York
$376K
LC
544
Lindbrook Capital
California
$376K
PWM
545
Paulson Wealth Management
Illinois
$376K
DTC
546
Davidson Trust Company
Washington
$373K -$6.36K -44 -2%
TWP
547
Total Wealth Planning
Ohio
$372K -$2.89K -20 -0.7%
CFG
548
Citizens Financial Group
Rhode Island
$367K +$12.7K +88 +3%
WTA
549
Washington Trust Advisors
Massachusetts
$364K +$1.59K +11 +0.4%
SMC
550
Smith, Moore & Co
Missouri
$361K -$19.5K -135 -5%