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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
426
Wealthspire Advisors (New York)
New York
$754K +$47.2K +312 +7%
PFC
427
Phocas Financial Corp
California
$745K +$706K +4,670 New
FBFS
428
First Business Financial Services
Wisconsin
$743K – – –
HWA
429
Heritage Wealth Advisors
Virginia
$740K – – –
MCM
430
MV Capital Management
Maryland
$738K +$30.2K +200 +5%
VFP
431
Verus Financial Partners
Virginia
$737K +$1.66K +11 +0.2%
TWM
432
Tradition Wealth Management
Minnesota
$737K +$18.3K +121 +3%
RCM
433
RNC Capital Management
California
$732K +$9.07K +60 +1%
CANC
434
Culbertson A N & Co
Virginia
$731K – – –
BAM
435
Berkshire Asset Management
Pennsylvania
$729K – – –
LFS
436
Lutz Financial Services
Nebraska
$724K – – –
HNB
437
Huntington National Bank
Ohio
$717K – – –
FDCDDQ
438
Federation des caisses Desjardins du Quebec
Quebec, Canada
$714K +$453K +2,999 +203%
WF
439
Welch & Forbes
Massachusetts
$713K -$151 -1 -0%
CBN
440
Cadence Bank NA
Texas
$712K +$46.9K +310 +7%
NSIM
441
North Star Investment Management
Illinois
$710K +$513K +3,397 +323%
CFA
442
Cahill Financial Advisors
Minnesota
$708K -$360K -2,382 -35%
GPA
443
Guidance Point Advisors
Massachusetts
$707K +$16.5K +109 +3%
JWCA
444
J.W. Cole Advisors
Florida
$698K -$1.13M -7,485 -63%
MAM
445
Marotta Asset Management
Virginia
$686K -$70.3K -465 -10%
VDBMI
446
Van Den Berg Management I
Texas
$685K – – –
FNBT
447
FineMark National Bank & Trust
Florida
$682K -$6.04K -40 -0.9%
MHS
448
M Holdings Securities
Oregon
$682K +$647K +4,280 New
YWP
449
YorkBridge Wealth Partners
New York
$675K +$108K +715 +20%
MWA
450
Martel Wealth Advisors
Washington
$674K -$16.6K -110 -3%
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