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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
326
Winfield Associates
Ohio
$762K -$563K -4,715 -43%
AAM
327
Autus Asset Management
Arizona
$759K -$88.3K -739 -10%
PMFA
328
Plante Moran Financial Advisors
Michigan
$728K -$812K -6,800 -53%
RJT
329
Raymond James Trust
Florida
$708K +$56.3K +471 +9%
GRP
330
Global Retirement Partners
California
$705K +$37K +310 +6%
TW
331
Transform Wealth
Colorado
$704K -$358 -3 -0.1%
DWM
332
Darwin Wealth Management
Florida
$699K -$46.6K -390 -6%
HCM
333
Howland Capital Management
Massachusetts
$698K – – –
FFA
334
First Foundation Advisors
California
$698K +$3.94K +33 +0.6%
CAM
335
Cubic Asset Management
Massachusetts
$690K -$184K -1,542 -21%
PCMC
336
Paragon Capital Management (Colorado)
Colorado
$686K +$1.43K +12 +0.2%
LWAC
337
Laurel Wealth Advisors (California)
California
$681K +$7.64K +64 +1%
FA
338
FCG Advisors
New Jersey
$674K +$478 +4 +0.1%
SFA
339
Sequoia Financial Advisors
Ohio
$670K +$667K +5,587 New
CBN
340
Cadence Bank NA
Texas
$665K -$18.5K -155 -3%
NHC
341
Nicholas Hoffman & Company
Georgia
$665K – – –
RCAG
342
Rehmann Capital Advisory Group
Michigan
$664K +$662K +5,541 New
FAM
343
Formidable Asset Management
Ohio
$643K +$561K +4,696 New
CA
344
Clearstead Advisors
Ohio
$639K +$836 +7 +0.1%
CWM
345
Confluence Wealth Management
Oregon
$638K -$53.2K -445 -8%
CB
346
Chemical Bank
Michigan
$635K +$18.6K +156 +3%
TFO
347
Tarbox Family Office
California
$633K – – –
ACP
348
Arcus Capital Partners
Georgia
$633K +$2.75K +23 +0.4%
BDF
349
Balasa Dinverno & Foltz
$627K -$12.8M -106,926 -95%
FPS
350
Fieldpoint Private Securities
Connecticut
$625K +$50.2K +420 +9%
12 13
14
15 16