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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
626
Elevation Wealth Partners
California
$345K +$284K +2,047 +409%
NEWAS
627
N.E.W. Advisory Services
Wisconsin
$343K
Luther King Capital Management (LKCM)
628
Luther King Capital Management (LKCM)
Texas
$342K
WDL
629
Well Done LLC
Michigan
$341K -$79K -570 -21%
NFA
630
Northern Financial Advisors
Michigan
$341K
LWL
631
Leo Wealth LLC
Texas
$340K +$304K +2,195 New
VFIC
632
Valley Forge Investment Consultants
Pennsylvania
$340K +$3.74K +27 +1%
ADL
633
Asset Dedication LLC
California
$340K -$24.4K -176 -7%
CSWM
634
Cassady Schiller Wealth Management
Ohio
$340K
APW
635
Austin Private Wealth
Texas
$338K -$83K -599 -22%
FAIM
636
Financial Advocates Investment Management
Washington
$335K +$139 +1 +0%
SMC
637
Smith, Moore & Co
Missouri
$332K -$15.9K -115 -5%
AIP
638
Ameritas Investment Partners
Nebraska
$329K +$51.4K +371 +21%
AF
639
Advisornet Financial
Minnesota
$328K -$23K -166 -7%
HR
640
Howe & Rusling
New York
$327K
DT
641
Diversified Trust
Tennessee
$326K -$97.1K -701 -25%
CAS
642
Coppell Advisory Solutions
Texas
$323K +$104K +749 +56%
BIC
643
Beach Investment Counsel
Pennsylvania
$323K
WAL
644
W Advisors LLC
Tennessee
$323K -$5.54K -40 -2%
LTAS
645
Linden Thomas Advisory Services
North Carolina
$321K +$286K +2,065 New
DI
646
DFPG Investments
Utah
$319K -$12.7K -92 -4%
SI
647
Saxon Interests
Texas
$319K +$285K +2,055 New
AIM
648
Allen Investment Management
New York
$317K
SC
649
Steph & Co
Wisconsin
$316K +$19K +137 +7%
BBNA
650
Bremer Bank National Association
Minnesota
$315K