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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
376
Bridge Advisory
California
$1.07M +$3.63K +24 +0.4%
FNBT
377
FineMark National Bank & Trust
Florida
$1.06M -$77.2K -510 -7%
BBPWM
378
Blue Bell Private Wealth Management
Pennsylvania
$1.05M – – –
GFWA
379
Grey Fox Wealth Advisors
Delaware
$1.05M +$1.82K +12 +0.2%
PP
380
PDS Planning
Ohio
$1.04M +$1.67K +11 +0.2%
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$1.04M -$29.1K -192 -3%
SFA
382
Sequoia Financial Advisors
Ohio
$1.02M +$7.12K +47 +0.7%
EAM
383
Evanson Asset Management
California
$1.02M – – –
AI
384
Atria Investments
North Carolina
$1.02M +$970K +6,405 New
GIA
385
Goodwin Investment Advisory
Georgia
$1.01M +$47.6K +314 +5%
NSIM
386
North Star Investment Management
Illinois
$983K -$51.9K -343 -5%
BCM
387
Becker Capital Management
Oregon
$974K -$26.5K -175 -3%
ST
388
Smithfield Trust
Pennsylvania
$972K -$19.5K -129 -2%
HCMT
389
Highland Capital Management (Tennessee)
Tennessee
$964K – – –
IWC
390
Integrated Wealth Concepts
Massachusetts
$962K -$223K -1,472 -20%
FWTB
391
First Western Trust Bank
Colorado
$958K -$63.3K -418 -6%
FB
392
First Bancorp
Maine
$953K – – –
ECG
393
Edge Capital Group
Georgia
$940K -$13.9K -92 -2%
AWA
394
Aletheian Wealth Advisors
Washington
$939K +$57.5K +380 +7%
NRI
395
NFP Retirement Inc
California
$922K -$90.4K -597 -9%
BAM
396
Bosun Asset Management
Illinois
$913K – – –
IAN
397
Integrated Advisors Network
Texas
$912K – – –
NW
398
Naviter Wealth
Arkansas
$906K +$864K +5,708 New
HCM
399
Howland Capital Management
Massachusetts
$903K – – –
CWM
400
Connecticut Wealth Management
Connecticut
$902K -$168K -1,112 -16%
14 15
16
17 18