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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
376
Park Avenue Securities
New York
$1.02M +$93.1K +573 +10%
BI
377
Berkeley Inc
Idaho
$1.02M +$494K +3,039 +98%
NSIM
378
North Star Investment Management
Illinois
$1.01M -$487 -3 -0%
HCMT
379
Highland Capital Management (Tennessee)
Tennessee
$1.01M – – –
FB
380
First Bancorp
Maine
$1M – – –
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$994K -$81.1K -499 -8%
MMHP
382
Murphy Middleton Hinkle & Parker
Georgia
$978K +$21.1K +130 +2%
UWPG
383
Ullmann Wealth Partners Group
Florida
$969K +$196K +1,205 +26%
GA
384
Geller Advisors
New York
$967K -$45.2K -278 -5%
PFP
385
Paragon Financial Partners
California
$960K +$520K +3,198 +125%
ECG
386
Edge Capital Group
Georgia
$960K -$3.57K -22 -0.4%
CWM
387
Connecticut Wealth Management
Connecticut
$956K +$99.1K +610 +12%
IAN
388
Integrated Advisors Network
Texas
$953K +$11.4K +70 +1%
HCM
389
Howland Capital Management
Massachusetts
$950K – – –
HTC
390
Haverford Trust Company
Pennsylvania
$950K +$79K +486 +9%
NRI
391
NFP Retirement Inc
California
$939K – – –
FFA
392
First Foundation Advisors
California
$932K -$81.9K -504 -8%
JIR
393
James Investment Research
Ohio
$931K – – –
FCP
394
Fidelis Capital Partners
Florida
$928K +$197K +1,211 +27%
SCM
395
SOL Capital Management
Maryland
$928K +$6.5K +40 +0.7%
GIA
396
Goodwin Investment Advisory
Georgia
$928K -$22.3K -137 -2%
SIMC
397
Squire Investment Management Company
Utah
$898K +$79.1K +487 +10%
KTA
398
Keeley-Teton Advisors
Illinois
$897K – – –
BAM
399
Bosun Asset Management
Illinois
$892K +$310K +1,906 +55%
GFA
400
Gallagher Fiduciary Advisors
Illinois
$886K -$322K -1,983 -27%
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