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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
401
Capital Analysts LLC
Pennsylvania
$372K -$9.85K -97 -3%
PHAM
402
Palisades Hudson Asset Management
Florida
$372K +$2.23K +22 +0.6%
ABC
403
Associated Banc-Corp
Wisconsin
$370K – – –
FA
404
FCG Advisors
New Jersey
$367K +$9.75K +96 +3%
MFG
405
Magnus Financial Group
New York
$367K +$74.4K +732 +25%
PWM
406
Paulson Wealth Management
Illinois
$366K -$914 -9 -0.2%
BFM
407
Broadview Financial Management
Wisconsin
$363K -$163K -1,609 -31%
CHJWM
408
Carlton Hofferkamp & Jenks Wealth Management
Texas
$360K -$2.95K -29 -0.9%
GL
409
Graypoint LLC
New York
$360K +$368K +3,627 New
TA
410
Tiedemann Advisors
New York
$358K -$183K -1,798 -33%
TAM
411
Townsend Asset Management
North Carolina
$357K +$2.03K +20 +0.6%
CS
412
Cannell & Spears
New York
$350K – – –
AA
413
Alesco Advisors
New York
$349K – – –
YWP
414
YorkBridge Wealth Partners
New York
$349K – – –
CBN
415
Cadence Bank NA
Texas
$347K – – –
CWM
416
Cahaba Wealth Management
Georgia
$339K -$7.21K -71 -2%
GVAG
417
Great Valley Advisor Group
Delaware
$336K -$22K -217 -6%
PA
418
PFG Advisors
Arizona
$333K -$32.9K -324 -9%
PIMG
419
Patriot Investment Management Group
Tennessee
$329K – – –
RIM
420
Rockbridge Investment Management
New York
$326K +$102 +1 +0%
PP
421
Patten & Patten
Tennessee
$323K -$47.7K -470 -13%
PWM
422
Perigon Wealth Management
California
$321K -$95.8K -943 -23%
MMHP
423
Murphy Middleton Hinkle & Parker
Georgia
$321K +$10.1K +99 +3%
HF
424
Halpern Financial
Virginia
$318K – – –
KPWS
425
Kestra Private Wealth Services
Texas
$310K +$317K +3,116 New
15 16
17
18 19