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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAL
626
W Advisors LLC
Tennessee
$330K
AIM
627
Allen Investment Management
New York
$324K
BIC
628
Beach Investment Counsel
Pennsylvania
$323K
BBNA
629
Bremer Bank National Association
Minnesota
$323K
ORG
630
Optimist Retirement Group
Washington
$321K +$4.09K +27 +1%
FPCP
631
Fort Point Capital Partners
California
$320K -$53.2K -351 -15%
Fisher Asset Management
632
Fisher Asset Management
Washington
$319K -$55.1K -364 -15%
RLIM
633
Red Lighthouse Investment Management
New York
$319K
LWL
634
Leo Wealth LLC
Texas
$318K -$28.9K -191 -9%
LOAMU
635
Lombard Odier Asset Management (USA)
New York
$318K -$454K -3,000 -60%
RCM
636
Regency Capital Management
Hawaii
$318K
FCH
637
Freestone Capital Holdings
Washington
$316K +$34.8K +230 +13%
ASN
638
Advisory Services Network
Georgia
$315K +$303 +2 +0.1%
SA
639
Skyline Advisors
Washington
$314K +$13.2K +87 +5%
SFFS
640
Stonehage Fleming Financial Services
Jersey
$314K +$295K +1,945 +398%
Empower Advisory Group
641
Empower Advisory Group
Colorado
$312K -$114K -751 -28%
HIP
642
HUB Investment Partners
Texas
$311K -$11.2K -74 -4%
EW
643
Evoke Wealth
California
$310K +$295K +1,951 New
MFG
644
Merit Financial Group
Georgia
$308K +$302K +1,997 New
SC
645
Steph & Co
Wisconsin
$306K -$16.1K -106 -5%
BIG
646
Builder Investment Group
Georgia
$306K
EA
647
Eclectic Associates
California
$304K +$151 +1 +0.1%
NEPWA
648
New England Private Wealth Advisors
Massachusetts
$303K +$606 +4 +0.2%
SG
649
StoneX Group
New York
$303K
RIS
650
Retirement Income Solutions
Michigan
$303K +$289K +1,909 New