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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
301
Clearstead Advisors
Ohio
$883K +$241K +1,994 +37%
MAM
302
Marquette Asset Management
Minnesota
$881K – – –
RCAG
303
Rehmann Capital Advisory Group
Michigan
$880K +$213K +1,765 +32%
SDWMA
304
Schneider Downs Wealth Management Advisors
Pennsylvania
$876K -$97.7K -809 -10%
PWM
305
Paulson Wealth Management
Illinois
$875K -$50.2K -416 -5%
CS
306
Cannell & Spears
New York
$873K – – –
HNB
307
Huntington National Bank
Ohio
$850K – – –
CWM
308
Cornerstone Wealth Management
Missouri
$849K +$7.97K +66 +0.9%
DIS
309
Diversified Investment Strategies
Louisiana
$844K +$3.62K +30 +0.4%
TF
310
Trek Financial
Arizona
$839K -$58.2K -482 -6%
TF
311
Tompkins Financial
New York
$838K – – –
BIA
312
BHK Investment Advisors
Alabama
$825K +$242 +2 +0%
SCM
313
SOL Capital Management
Maryland
$823K +$4.23K +35 +0.5%
SCM
314
Stordahl Capital Management
Colorado
$817K +$966 +8 +0.1%
OC
315
Oppenheimer & Co
New York
$817K +$2.66K +22 +0.3%
FNBT
316
FineMark National Bank & Trust
Florida
$813K -$5.8K -48 -0.7%
NL
317
NWAM LLC
Washington
$799K -$19.9K -165 -2%
PFM
318
Parsec Financial Management
North Carolina
$790K -$92K -762 -10%
BA
319
Boston Advisors
Massachusetts
$785K -$12.1K -100 -2%
CBN
320
Cadence Bank NA
Texas
$785K +$117K +970 +17%
AAM
321
Autus Asset Management
Arizona
$767K +$4.23K +35 +0.6%
GRP
322
Global Retirement Partners
California
$749K +$40K +331 +6%
FA
323
FCG Advisors
New Jersey
$747K +$70.3K +582 +10%
SFM
324
Systematic Financial Management
New Jersey
$729K +$511K +4,230 +232%
NFG
325
Next Financial Group
Texas
$729K +$641K +5,307 +713%
11 12
13
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