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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
251
Bartlett & Co Wealth Management
Ohio
$2.07M -$42.6K -295 -2%
ACA
252
Anchor Capital Advisors
Massachusetts
$2.06M +$1.14M +7,856 +96%
CWA
253
Cornerstone Wealth Advisors
Minnesota
$2.03M +$33.2K +230 +1%
PFO
254
Pathstone Family Office
New Jersey
$1.99M +$1.34M +9,300 +151%
EVM
255
Eaton Vance Management
Massachusetts
$1.99M +$35.8K +248 +2%
WA
256
Wealth Architects
California
$1.99M – – –
LTL
257
Lowery Thomas LLC
California
$1.97M -$143K -988 -6%
TW
258
Towerpoint Wealth
California
$1.96M -$186K -1,288 -8%
5L
259
55I LLC
Massachusetts
$1.95M +$745K +5,154 +52%
LBC
260
Lowe Brockenbrough & Co
Virginia
$1.95M -$514K -3,556 -19%
SPIA
261
Steward Partners Investment Advisory
New York
$1.94M -$33K -228 -1%
GRP
262
Global Retirement Partners
California
$1.89M +$35K +242 +2%
GC
263
Grimes & Company
Massachusetts
$1.86M +$85.1K +589 +4%
AIM
264
Alhambra Investment Management
Florida
$1.81M +$88.6K +613 +5%
VW
265
Vance Wealth
California
$1.79M +$249K +1,726 +14%
SWM
266
Shakespeare Wealth Management
Wisconsin
$1.77M +$92.1K +637 +5%
SWM
267
Shelton Wealth Management
Texas
$1.75M +$3.32K +23 +0.2%
LB
268
Legacy Bridge
Iowa
$1.71M -$14.5K -100 -0.7%
BIA
269
BHK Investment Advisors
Alabama
$1.71M -$57.2K -396 -3%
AFA
270
American Financial Advisors
Georgia
$1.68M -$47.4K -328 -2%
FWP
271
FAS Wealth Partners
Kansas
$1.68M -$3M -20,735 -61%
BMCM
272
Bryn Mawr Capital Management
Pennsylvania
$1.67M -$27.9K -193 -1%
RC
273
Roundview Capital
New Jersey
$1.67M +$9.11K +63 +0.5%
SC
274
Savant Capital
Illinois
$1.67M -$29.6K -205 -2%
GC
275
Guggenheim Capital
Illinois
$1.65M – – –
9 10
11
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