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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
601
LMG Wealth Partners
Louisiana
$361K
CIR
602
Clear Investment Research
Georgia
$360K +$7.27K +45 +2%
EWA
603
Emergent Wealth Advisors
New York
$357K +$1.13K +7 +0.3%
TSWM
604
Tyler-Stone Wealth Management
Ohio
$357K +$86.7K +537 +29%
TI
605
Truepoint Inc
Ohio
$356K -$20K -124 -5%
IFG
606
Independent Financial Group
California
$356K +$380K +2,355 New
BBI
607
Baxter Bros Inc
Connecticut
$355K -$4.04K -25 -1%
CS
608
Capital Square
Tennessee
$348K
LFA
609
LGT Financial Advisors
Texas
$343K -$17.1K -106 -4%
CWA
610
CJM Wealth Advisers
Virginia
$343K +$162 +1 +0%
TWP
611
Total Wealth Planning
Ohio
$342K
Russell Investments Group
612
Russell Investments Group
United Kingdom
$342K +$151K +937 +71%
MAM
613
Marotta Asset Management
Virginia
$341K +$17K +105 +5%
ANBT
614
American National Bank & Trust
Texas
$341K -$87.7K -543 -19%
VFIC
615
Valley Forge Investment Consultants
Pennsylvania
$338K +$1.13K +7 +0.3%
WDL
616
Well Done LLC
Michigan
$338K
FLPIM
617
F.L. Putnam Investment Management
Massachusetts
$332K -$70.9K -439 -17%
FA
618
Fiducient Advisors
Illinois
$330K +$1.13K +7 +0.3%
NEWAS
619
N.E.W. Advisory Services
Wisconsin
$330K +$77.4K +479 +28%
BFS
620
BridgePort Financial Solutions
Iowa
$327K
GF
621
Gries Financial
Ohio
$326K -$5.33K -33 -2%
FCH
622
Freestone Capital Holdings
Washington
$326K +$19.9K +123 +6%
SG
623
StoneX Group
New York
$324K +$30.9K +191 +10%
EWP
624
Elevation Wealth Partners
California
$322K
DJSG
625
D.J. St. Germain
Massachusetts
$321K -$166K -1,030 -33%