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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
701
Bourgeon Capital Management
Connecticut
$121K – – –
SWM
702
Sugarloaf Wealth Management
Georgia
$117K +$26.8K +177 +24%
FWM
703
Focused Wealth Management
New York
$115K – – –
WFA
704
WestHill Financial Advisors
California
$113K -$31.7K -210 -23%
AWM
705
Atticus Wealth Management
Florida
$113K – – –
SC
706
SouthState Corp
Florida
$112K -$2.57K -17 -2%
Loomis, Sayles & Company
707
Loomis, Sayles & Company
Massachusetts
$112K – – –
OC
708
Oakworth Capital
Alabama
$112K – – –
RBC
709
Roble Belko & Company
Pennsylvania
$109K – – –
WPA
710
West Paces Advisors
Georgia
$104K -$11.6K -77 -11%
CBT
711
CoreFirst Bank & Trust
Kansas
$103K – – –
CF
712
Centaurus Financial
California
$100K +$94.9K +628 New
Vontobel Holding
713
Vontobel Holding
Switzerland
$100K +$95.2K +630 New
IFAM
714
Institutional & Family Asset Management
Colorado
$98K +$35.2K +233 +61%
EK
715
Evensky & Katz
Florida
$92K -$26.4K -175 -23%
MWP
716
Meridian Wealth Partners
Pennsylvania
$92K -$605 -4 -0.7%
IBOK
717
Independence Bank of Kentucky
Kentucky
$90K – – –
TFGT
718
TS Financial Group (TSFG)
Illinois
$89K – – –
LIA
719
LS Investment Advisors
Michigan
$88K -$11.8K -78 -12%
BBHC
720
Brown Brothers Harriman & Co
New York
$84K +$76.6K +507 +2,535%
KTC
721
Kistler-Tiffany Companies
Pennsylvania
$80K – – –
RP
722
Rice Partnership
Hawaii
$80K – – –
CFD
723
Creative Financial Designs
Indiana
$77K – – –
TIM
724
Tortoise Investment Management
New York
$77K – – –
PCG
725
Private Capital Group
Connecticut
$76K -$25.7K -170 -26%