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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
551
JFS Wealth Advisors
Pennsylvania
$485K
SW
552
SteelPeak Wealth
California
$485K +$159K +1,000 +50%
KMWM
553
Keudell/Morrison Wealth Management
Oregon
$484K
DB
554
Dravo Bay
Delaware
$481K -$12.8K -80 -3%
SC
555
Scotia Capital
Ontario, Canada
$480K -$101K -632 -18%
KFA
556
Kelleher Financial Advisors
New York
$476K -$143K -900 -23%
SCA
557
St. Clair Advisors
Ohio
$475K
GAG
558
GM Advisory Group
New York
$473K +$467K +2,932 New
PWM
559
Paulson Wealth Management
Illinois
$471K -$9.57K -60 -2%
LC
560
Lindbrook Capital
California
$470K -$14.7K -92 -3%
HWIS
561
Hancock Whitney Investment Services
Louisiana
$469K -$12K -75 -3%
Fisher Asset Management
562
Fisher Asset Management
Washington
$463K +$1.59K +10 +0.4%
DT
563
Diversified Trust
Tennessee
$462K +$30K +188 +7%
TWP
564
Total Wealth Planning
Ohio
$461K -$957 -6 -0.2%
DTC
565
Davidson Trust Company
Washington
$461K +$6.06K +38 +1%
IAIM
566
International Assets Investment Management
Florida
$461K +$31.9K +200 +8%
OLA
567
Oliver Luxxe Assets
New Jersey
$459K +$141K +882 +45%
Wealthfront Advisers
568
Wealthfront Advisers
California
$457K -$102K -641 -18%
WTA
569
Washington Trust Advisors
Massachusetts
$456K -$17.2K -108 -4%
PPW
570
Pinnacle Private Wealth
Massachusetts
$456K +$89.4K +561 +25%
HCM
571
Hollencrest Capital Management
California
$453K
APW
572
Austin Private Wealth
Texas
$449K
KA
573
Kovack Advisors
Florida
$447K +$442K +2,774 New
CFG
574
Citizens Financial Group
Rhode Island
$445K +$319 +2 +0.1%
LFAS
575
Level Four Advisory Services
Texas
$438K -$26.1K -164 -6%