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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
351
Sigma Planning Corp
Michigan
$860K +$431K +3,654 +127%
PAI
352
Pittenger & Anderson Inc
Nebraska
$856K – – –
SCM
353
Stordahl Capital Management
Colorado
$845K -$1.18K -10 -0.2%
PPA
354
Parametric Portfolio Associates
Washington
$843K -$2.51M -21,257 -77%
ACA
355
Anchor Capital Advisors
Massachusetts
$839K +$10.9K +92 +1%
SCI
356
Stableford Capital II
Arizona
$838K +$751K +6,361 New
UWPG
357
Ullmann Wealth Partners Group
Florida
$833K -$226K -1,917 -23%
BI
358
Berkeley Inc
Idaho
$819K +$733K +6,213 New
ACM
359
Alamar Capital Management
California
$814K +$730K +6,182 New
AIM
360
Alhambra Investment Management
Florida
$803K +$21.4K +181 +3%
OAM
361
Oppenheimer Asset Management
New York
$796K +$713K +6,043 New
MAFM
362
Mid Atlantic Financial Management
Pennsylvania
$792K +$151K +1,276 +27%
SSB
363
Sandy Spring Bank
Maryland
$781K +$29.4K +249 +4%
TW
364
Transform Wealth
Colorado
$778K -$141K -1,195 -17%
CFFP
365
Center for Financial Planning
Michigan
$778K -$49.8K -422 -7%
WSTAM
366
Wilbanks Smith & Thomas Asset Management
Virginia
$774K +$65.2K +552 +10%
CCT
367
Chemung Canal Trust
New York
$772K – – –
HCM
368
Howland Capital Management
Massachusetts
$768K +$4.72K +40 +0.7%
AAM
369
Autus Asset Management
Arizona
$765K -$8.85K -75 -1%
WP
370
WealthPLAN Partners
Nebraska
$760K +$12.9K +109 +2%
SWP
371
Stratos Wealth Partners
Ohio
$758K -$187K -1,586 -22%
AAS
372
Avantax Advisory Services
Texas
$756K -$2.12M -17,948 -76%
CAS
373
Coppell Advisory Solutions
Texas
$755K +$676K +5,730 New
FAIM
374
Financial Advocates Investment Management
Washington
$749K -$354 -3 -0.1%
CA
375
Clearstead Advisors
Ohio
$739K -$4.84K -41 -0.7%
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15
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