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iShares Russell 2000 Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
851
Cornerstone Planning Group
New Jersey
$215K +$628 +3 +0.3%
CWM
852
Capstone Wealth Management
Montana
$214K +$201K +960 New
WIM
853
Westside Investment Management
California
$213K – – –
KF
854
K2 Financial
California
$213K -$2.72K -13 -1%
MWAM
855
Manhattan West Asset Management
California
$213K +$202K +964 New
MF
856
Manchester Financial
California
$212K +$201K +960 New
TFO
857
Timonier Family Office
North Carolina
$211K +$199K +952 New
SAM
858
Stansberry Asset Management
Texas
$210K +$198K +948 New
CT
859
Clearstead Trust
Maine
$209K – – –
JWM
860
Jeppson Wealth Management
California
$209K +$198K +945 New
RP
861
Rice Partnership
Hawaii
$207K – – –
GT
862
Glenview Trust
Kentucky
$207K +$196K +937 New
MHIC
863
Marble Harbor Investment Counsel
Massachusetts
$207K +$196K +935 New
Fayez Sarofim & Co
864
Fayez Sarofim & Co
Texas
$206K +$195K +933 New
RFP
865
Root Financial Partners
California
$205K -$9.42K -45 -5%
SMA
866
Sage Mountain Advisors
Georgia
$205K – – –
WTA
867
Washington Trust Advisors
Massachusetts
$205K – – –
IA
868
IFG Advisory
Georgia
$205K +$194K +925 New
LFAS
869
Level Four Advisory Services
Texas
$202K +$191K +913 New
HPA
870
High Probability Advisors
New York
$200K +$189K +905 New
JLBC
871
J.L. Bainbridge & Co
Florida
$200K +$189K +905 New
AA
872
Addison Advisors
Vermont
$195K – – –
SC
873
SouthState Corp
Florida
$190K +$6.91K +33 +4%
CTWM
874
Cherry Tree Wealth Management
Minnesota
$186K – – –
TWM
875
Topsail Wealth Management
North Carolina
$182K – – –