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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
651
Confluence Investment Management
Missouri
$223K -$165K -1,145 -40%
BBNA
652
Bremer Bank National Association
Minnesota
$223K
FFG
653
Frisch Financial Group
New York
$222K -$11.9K -82 -5%
TF
654
Tompkins Financial
New York
$220K
CIA
655
Capital Investment Advisors
Georgia
$219K -$9.97K -69 -4%
TCOV
656
Trust Company of Vermont
Vermont
$217K -$145 -1 -0.1%
FANJ
657
Financial Architects (New Jersey)
New Jersey
$217K +$244K +1,686 New
CA
658
Cornerstone Advisory
Maryland
$215K
FFA
659
First Foundation Advisors
California
$215K
MWM
660
Madison Wealth Management
Ohio
$214K -$80.2K -555 -25%
CCG
661
Chatham Capital Group
Georgia
$214K
MFGP
662
Marshall Financial Group (Pennsylvania)
Pennsylvania
$212K
ACA
663
Aptus Capital Advisors
Alabama
$211K +$198K +1,371 +512%
IBOK
664
Independence Bank of Kentucky
Kentucky
$209K
ASN
665
Advisory Services Network
Georgia
$209K +$9.83K +68 +4%
SHGA
666
Sand Hill Global Advisors
California
$208K
CSPIA
667
Cary Street Partners Investment Advisory
Virginia
$208K +$16.8K +116 +8%
DIS
668
Diversified Investment Strategies
Louisiana
$207K -$5.06K -35 -2%
PA
669
Parkside Advisors
California
$207K
PCA
670
Personal Capital Advisors
California
$206K +$14.9K +103 +7%
AIP
671
Ameritas Investment Partners
Nebraska
$204K -$27.9K -193 -11%
S
672
Surevest
California
$203K -$2.31K -16 -1%
SIC
673
Sigma Investment Counselors
Michigan
$203K
WMA
674
West Michigan Advisors
Michigan
$203K +$2.6K +18 +1%
AssetMark Inc
675
AssetMark Inc
California
$202K +$20.2K +140 +10%