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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
401
North Star Investment Management
Illinois
$841K +$76.9K +517 +9%
PFO
402
Pathstone Family Office
New Jersey
$840K +$918K +6,167 New
IAN
403
Integrated Advisors Network
Texas
$831K -$30.8K -207 -3%
JSL
404
JT Stratford LLC
Georgia
$829K -$4.76K -32 -0.5%
NL
405
NWAM LLC
Washington
$829K +$63.4K +426 +8%
NLG
406
New Legacy Group
New York
$817K – – –
TW
407
Transform Wealth
Colorado
$813K -$10.9K -73 -1%
ML
408
McAdam LLC
Pennsylvania
$813K +$570K +3,828 +179%
VCP
409
Verus Capital Partners
Arizona
$802K +$468K +3,148 +115%
LNC
410
Lincoln National Corp
Pennsylvania
$796K +$105K +707 +14%
OCG
411
Opus Capital Group
Ohio
$794K +$53.4K +359 +7%
F
412
F3Logic
Minnesota
$793K -$13.6M -91,260 -94%
SCM
413
SOL Capital Management
Maryland
$790K – – –
PFC
414
Phocas Financial Corp
California
$784K +$33.5K +225 +4%
HCM
415
Howland Capital Management
Massachusetts
$774K – – –
PAS
416
Park Avenue Securities
New York
$772K -$97.5K -655 -10%
GC
417
Garde Capital
Washington
$768K -$57.4K -386 -6%
CFAM
418
Coury Firm Asset Management
Pennsylvania
$763K -$149K -1,002 -15%
CFFP
419
Center for Financial Planning
Michigan
$762K -$684K -4,600 -45%
VCS
420
Vaughan & Co Securities
New Jersey
$757K -$175K -1,176 -17%
WIA
421
World Investment Advisors
California
$752K -$337K -2,267 -31%
JAG
422
Journey Advisory Group
Kentucky
$750K +$1.19K +8 +0.2%
SWA
423
Sax Wealth Advisors
New Jersey
$748K -$1.04K -7 -0.1%
CT
424
Caldwell Trust
Florida
$737K +$8.33K +56 +1%
GVAG
425
Great Valley Advisor Group
Delaware
$728K -$82.9K -557 -9%
15 16
17
18 19