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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
276
NewEdge Wealth
Pennsylvania
$2.46M +$2.46M +14,785 New
FTS
277
Fifth Third Securities
Ohio
$2.45M +$19K +114 +0.8%
HI
278
Harbour Investments
Wisconsin
$2.41M -$249K -1,497 -9%
GWM
279
Geneos Wealth Management
Colorado
$2.38M -$3M -17,990 -56%
VCM
280
Viewpoint Capital Management
Washington
$2.37M +$2.38M +14,265 New
CCC
281
Crescent Capital Consulting
Louisiana
$2.34M -$900K -5,404 -28%
HR
282
Hardy Reed
Mississippi
$2.33M +$116K +695 +5%
DSC
283
Donald Smith & Co
New York
$2.31M +$271K +1,627 +13%
GC
284
Grimes & Company
Massachusetts
$2.3M – – –
TWM
285
Tradition Wealth Management
Minnesota
$2.26M -$1.08M -6,502 -32%
PA
286
Parallel Advisors
California
$2.26M -$412K -2,471 -15%
AFA
287
American Financial Advisors
Georgia
$2.25M -$221K -1,325 -9%
LB
288
Legacy Bridge
Iowa
$2.21M +$221K +1,325 +11%
SWM
289
Shakespeare Wealth Management
Wisconsin
$2.21M +$127K +765 +6%
KPWS
290
Kestra Private Wealth Services
Texas
$2.2M +$1.1M +6,614 +100%
GC
291
Guggenheim Capital
Illinois
$2.17M +$218K +1,306 +11%
LWCFA
292
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.16M +$1.1M +6,574 +102%
RC
293
Roundview Capital
New Jersey
$2.14M -$9.16K -55 -0.4%
WAP
294
Wealthcare Advisory Partners
Pennsylvania
$2.13M -$311K -1,866 -13%
FPIS
295
Financial Planning & Information Services
Wisconsin
$2.13M -$18.2K -109 -0.8%
SC
296
Savant Capital
Illinois
$2.09M +$153K +921 +8%
KA
297
Klingman & Associates
New York
$2.08M – – –
RWA
298
Redmont Wealth Advisors
Illinois
$2.07M +$2.08M +12,454 New
CIC
299
Carnegie Investment Counsel
Ohio
$2.04M +$178K +1,068 +10%
SSB
300
Sandy Spring Bank
Maryland
$2.02M +$342K +2,053 +20%
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