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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
326
Autus Asset Management
Arizona
$760K +$4.33K +36 +0.5%
HNB
327
Huntington National Bank
Ohio
$756K – – –
CWM
328
Cornerstone Wealth Management
Missouri
$755K +$844K +7,015 New
BOS
329
Bingham Osborn & Scarborough
California
$750K +$423K +3,514 +101%
TF
330
Tompkins Financial
New York
$748K – – –
NL
331
NWAM LLC
Washington
$748K +$7.22K +60 +0.9%
WPSG
332
Wealth & Pension Services Group
Georgia
$743K -$296K -2,459 -26%
OC
333
Oppenheimer & Co
New York
$742K -$34.1K -283 -4%
SCM
334
Stordahl Capital Management
Colorado
$734K -$16.8K -140 -2%
HFS
335
HL Financial Services
Kentucky
$733K – – –
PFM
336
Parsec Financial Management
North Carolina
$731K -$22.1K -184 -3%
BA
337
Boston Advisors
Massachusetts
$729K -$259K -2,151 -24%
SCM
338
SOL Capital Management
Maryland
$684K +$223K +1,855 +41%
SCM
339
Smith Capital Management
Arkansas
$678K +$759K +6,305 New
CM
340
Cornerstone Management
Georgia
$677K -$2.26M -18,763 -75%
DWM
341
Darwin Wealth Management
Florida
$672K -$428K -3,553 -36%
FP
342
Factorial Partners
New York
$667K -$313K -2,600 -30%
TW
343
Transform Wealth
Colorado
$632K +$56.7K +471 +9%
AI
344
Atria Investments
North Carolina
$630K +$317K +2,638 +82%
HCM
345
Howland Capital Management
Massachusetts
$626K – – –
MPW
346
MA Private Wealth
California
$626K +$701K +5,824 New
FFA
347
First Foundation Advisors
California
$623K -$287K -2,387 -29%
CWM
348
Confluence Wealth Management
Oregon
$620K +$349K +2,900 +101%
PCMC
349
Paragon Capital Management (Colorado)
Colorado
$614K +$687K +5,710 New
CBN
350
Cadence Bank NA
Texas
$613K -$7.46K -62 -1%
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