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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
676
Advyzon Investment Management
Illinois
$333K +$330K +1,839 New
TBWA
677
Three Bridge Wealth Advisors
California
$330K
AMPWP
678
Alvarez & Marsal Private Wealth Partners
Florida
$330K +$327K +1,819 New
WHG
679
Westwood Holdings Group
Texas
$328K +$325K +1,810 New
PAM
680
Peak Asset Management
Colorado
$327K
LW
681
Linscomb Wealth
Texas
$323K
FNT
682
First Nebraska Trust
Nebraska
$321K
Financial Engines Advisors
683
Financial Engines Advisors
California
$321K -$9.88K -55 -3%
NWM
684
Navigation Wealth Management
Colorado
$320K -$1.44K -8 -0.5%
SG
685
StoneX Group
New York
$320K
MAA
686
Matrix Asset Advisors
New York
$320K
FMN
687
Financial Management Network
California
$319K -$22.3K -124 -7%
RIS
688
Retirement Income Solutions
Michigan
$319K
MFT
689
Moisand Fitzgerald Tamayo
Florida
$318K
IAG
690
Investmark Advisory Group
Connecticut
$318K +$3.59K +20 +1%
IWM
691
IHT Wealth Management
Illinois
$316K -$30.5K -170 -9%
AF
692
Advisornet Financial
Minnesota
$315K +$359 +2 +0.1%
OP
693
Oath Planning
Oklahoma
$314K +$311K +1,733 New
WI
694
Wedgewood Investors
Pennsylvania
$312K -$22.8K -127 -7%
CHJWM
695
Carlton Hofferkamp & Jenks Wealth Management
Texas
$306K -$3.77K -21 -1%
VP
696
Verum Partners
North Carolina
$306K +$1.62K +9 +0.5%
NEPWA
697
New England Private Wealth Advisors
Massachusetts
$303K +$898 +5 +0.3%
JWCA
698
J.W. Cole Advisors
Florida
$303K -$12.4K -69 -3%
E3F
699
Eight 31 Financial
Texas
$302K +$10.1K +56 +3%
DPW
700
DiNuzzo Private Wealth
Pennsylvania
$302K