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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LA
576
Legacy Advisors
Pennsylvania
$587K – – –
AP
577
Appleton Partners
Massachusetts
$587K – – –
TCWM
578
Total Clarity Wealth Management
Illinois
$586K +$199K +950 +56%
BI
579
Berkeley Inc
Idaho
$582K -$3.56K -17 -0.6%
C
580
Croban
Ohio
$578K +$35.4K +169 +7%
BOPW
581
Brandywine Oak Private Wealth
Pennsylvania
$575K -$19.7K -94 -3%
VA
582
Valmark Advisers
Ohio
$574K +$35.8K +171 +7%
SWM
583
Spire Wealth Management
Virginia
$572K -$11.3K -54 -2%
VCM
584
Versant Capital Management
Arizona
$572K – – –
OBWA
585
Oak Barrel Wealth Advisory
Virginia
$568K +$538K +2,568 New
LT
586
Legacy Trust
Michigan
$568K – – –
RRA
587
Red Reef Advisors
Florida
$565K -$187K -892 -26%
CSP
588
Cary Street Partners
Virginia
$564K +$12.3K +59 +2%
MWP
589
MYCIO Wealth Partners
Pennsylvania
$564K +$23.7K +113 +5%
SFPG
590
Stonebridge Financial Planning Group
Florida
$558K +$9.42K +45 +2%
SFG
591
Sage Financial Group
Pennsylvania
$557K – – –
SFS
592
Sharp Financial Services
Pennsylvania
$556K -$8.58K -41 -2%
BCM
593
BTC Capital Management
Iowa
$552K – – –
Empower Advisory Group
594
Empower Advisory Group
Colorado
$549K +$20.1K +96 +4%
TPI
595
Trust Point Inc
Wisconsin
$547K – – –
PWM
596
Paulson Wealth Management
Illinois
$546K -$81.6K -390 -14%
NB
597
NBT Bank
New York
$545K – – –
EPM
598
Elm Partners Management
Pennsylvania
$542K +$36.6K +175 +8%
SAI
599
Savvy Advisors Inc
New York
$542K -$2.93K -14 -0.6%
LSWP
600
Liberty Square Wealth Partners
Pennsylvania
$541K – – –