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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KPWM
526
KDK Private Wealth Management
Texas
$579K +$602K +3,526 New
LFS
527
Lutz Financial Services
Nebraska
$578K -$1.88K -11 -0.3%
GCM
528
Gator Capital Management
Florida
$574K
TIAAOA
529
Teachers Insurance & Annuity Association of America
New York
$574K
DWP
530
Daymark Wealth Partners
Ohio
$571K +$5.63K +33 +1%
TAM
531
Townsend Asset Management
North Carolina
$571K +$3.07K +18 +0.5%
TNA
532
True North Advisors
Texas
$570K
AT
533
American Trust
Kentucky
$566K +$588K +3,448 New
LT
534
Legacy Trust
Michigan
$564K -$81.1K -475 -12%
JWA
535
JFS Wealth Advisors
Pennsylvania
$560K +$171 +1 +0%
CGPCS
536
Capital Group Private Client Services
California
$554K +$5.46K +32 +1%
PVI
537
Pine Valley Investments
New Jersey
$554K +$143K +840 +33%
IFPG
538
Intrepid Financial Planning Group
Indiana
$553K -$35.8K -210 -6%
DWM
539
Dakota Wealth Management
Florida
$551K +$365K +2,140 +176%
SVWAG
540
Sound View Wealth Advisors Group
Georgia
$550K -$87.5K -513 -13%
ATPW
541
Ashton Thomas Private Wealth
Arizona
$549K +$32.9K +193 +6%
ANB
542
Amarillo National Bank
Texas
$548K -$33.8K -198 -6%
CPIG
543
Chicago Partners Investment Group
Illinois
$547K -$18.1K -106 -3%
AA
544
Alesco Advisors
New York
$546K -$4.27K -25 -0.7%
FAIM
545
Financial Advocates Investment Management
Washington
$545K -$24.1K -141 -4%
CT
546
Caldwell Trust
Florida
$537K -$179K -1,050 -24%
STA
547
Smith Thornton Advisors
Alabama
$529K
PI
548
PFG Investments
New York
$527K -$37.7K -221 -6%
Balyasny Asset Management
549
Balyasny Asset Management
Illinois
$527K +$548K +3,211 New
FFN
550
Focus Financial Network
Minnesota
$525K -$27.8K -163 -5%