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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
351
Stegner Investment Associates
Kentucky
$1.43M -$317K -1,905 -18%
UCFA
352
United Capital Financial Advisors
Texas
$1.43M +$92.8K +557 +7%
AAS
353
Ameritas Advisory Services
Nebraska
$1.39M +$1.4M +8,389 New
WCF
354
West Coast Financial
California
$1.38M – – –
PRCP
355
Pacific Ridge Capital Partners
Oregon
$1.37M +$1.38M +8,266 New
EH
356
Equitable Holdings
New York
$1.35M +$249K +1,496 +22%
CWM
357
Cornerstone Wealth Management
Missouri
$1.35M +$160K +959 +13%
EDRH
358
Edmond de Rothschild Holding
Switzerland
$1.33M +$1.34M +8,040 New
QT
359
Quantbot Technologies
New York
$1.33M +$1.33M +8,000 New
APWA
360
Atlas Private Wealth Advisors
New Jersey
$1.32M – – –
JFGIW
361
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.32M -$185K -1,112 -12%
PMFA
362
Plante Moran Financial Advisors
Michigan
$1.32M +$1.29M +7,716 +3,242%
VVP
363
Venture Visionary Partners
Ohio
$1.32M +$1.32M +7,931 New
VC
364
Veery Capital
Delaware
$1.31M +$50.3K +302 +4%
OR
365
Olympiad Research
Connecticut
$1.31M +$378K +2,267 +40%
EGA
366
E&G Advisors
Texas
$1.29M +$280K +1,681 +28%
WA
367
Winfield Associates
Ohio
$1.28M -$91.6K -550 -7%
EWA
368
Exencial Wealth Advisors
Oklahoma
$1.28M +$1.28M +7,707 New
VWA
369
Visionary Wealth Advisors
Illinois
$1.26M +$202K +1,210 +19%
HTC
370
Haverford Trust Company
Pennsylvania
$1.25M -$3.17K -19 -0.3%
CW
371
CreativeOne Wealth
Kansas
$1.25M -$43.5K -261 -3%
CCG
372
Cypress Capital Group
Florida
$1.24M +$976K +5,860 +363%
IWA
373
Intercontinental Wealth Advisors
Texas
$1.23M -$20.8K -125 -2%
CAM
374
Cresset Asset Management
Illinois
$1.22M +$335K +2,012 +38%
MFC
375
Morris Financial Concepts
South Carolina
$1.2M +$1.2M +7,217 New
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