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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HPC
751
HM Payson & Co
Maine
$206K
9WM
752
9258 Wealth Management
Ohio
$206K
WHCFA
753
William Howard & Co Financial Advisors
Tennessee
$205K +$195K +1,289 New
AWM
754
Accel Wealth Management
Iowa
$204K +$195K +1,285 New
REMPR
755
Roof Eidam Maycock Peralta (REMP)
California
$204K +$194K +1,283 New
WTFG
756
Wells Trecaso Financial Group
Ohio
$203K -$23.8K -157 -11%
GFS
757
GYL Financial Synergies
Connecticut
$202K +$193K +1,274 New
PIFP
758
Partners in Financial Planning
Virginia
$202K +$192K +1,270 New
JFG
759
JDM Financial Group
Texas
$202K +$151 +1 +0.1%
PGA
760
Portland Global Advisors
Maine
$202K +$192K +1,269 New
PA
761
Parkside Advisors
California
$201K +$192K +1,267 New
KCM
762
Kanawha Capital Management
Virginia
$201K -$12.9K -85 -6%
NCM
763
NCM Capital Management
New Jersey
$200K -$10.8K -71 -5%
WTA
764
Washington Trust Advisors
Massachusetts
$196K
WT
765
Washington Trust
Rhode Island
$196K +$30.3K +200 +19%
AAG
766
Armstrong Advisory Group
Massachusetts
$195K
AIM
767
Anchor Investment Management
South Carolina
$184K
NRC
768
New Republic Capital
North Carolina
$184K
CTWM
769
Cherry Tree Wealth Management
Minnesota
$179K -$37.4K -247 -18%
PMFA
770
Plante Moran Financial Advisors
Michigan
$179K +$303 +2 +0.2%
SC
771
Stephens Consulting
Michigan
$176K
Lazard Asset Management
772
Lazard Asset Management
New York
$174K
Bessemer Group
773
Bessemer Group
New Jersey
$172K -$117K -772 -42%
GWM
774
Grand Wealth Management
Michigan
$166K
RTL
775
Red Tortoise LLC
Georgia
$162K -$909 -6 -0.6%