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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
426
Heritage Wealth Advisors
Virginia
$743K – – –
GPA
427
Guidance Point Advisors
Massachusetts
$737K +$5.78K +36 +0.8%
CANC
428
Culbertson A N & Co
Virginia
$734K – – –
FNBT
429
FineMark National Bank & Trust
Florida
$729K +$9.96K +62 +1%
LFS
430
Lutz Financial Services
Nebraska
$728K – – –
RA
431
Rodgers & Associates
Pennsylvania
$726K +$95.9K +597 +15%
FF
432
FourThought Financial
Florida
$726K +$114K +707 +18%
ATPW
433
Ashton Thomas Private Wealth
Arizona
$721K -$1.96M -12,184 -73%
LNC
434
Lincoln National Corp
Pennsylvania
$719K -$709K -4,415 -50%
WF
435
Welch & Forbes
Massachusetts
$716K – – –
PFM
436
Parsec Financial Management
North Carolina
$708K -$4.82K -30 -0.7%
RCM
437
RNC Capital Management
California
$704K – – –
TI
438
Trexquant Investment
Connecticut
$693K -$115K -716 -14%
RZH
439
Relyea Zuckerberg Hanson
Connecticut
$693K -$78.7K -490 -10%
IC
440
Intersect Capital
California
$693K +$63.6K +396 +10%
SWM
441
Spire Wealth Management
Virginia
$685K +$5.62K +35 +0.8%
YWP
442
YorkBridge Wealth Partners
New York
$683K – – –
TNA
443
True North Advisors
Texas
$674K -$7.23K -45 -1%
EC
444
Estate Counselors
Wisconsin
$674K – – –
TPCW
445
TD Private Client Wealth
New York
$672K -$138K -857 -17%
FWP
446
Falcon Wealth Planning
California
$672K +$29.9K +186 +5%
VAS
447
Vestmark Advisory Solutions
Massachusetts
$670K +$345K +2,146 +105%
MFW
448
Mosaic Family Wealth
Missouri
$668K -$5.78K -36 -0.9%
CFA
449
Cahill Financial Advisors
Minnesota
$667K -$9.16K -57 -1%
ASBI
450
American State Bank (Iowa)
Iowa
$664K – – –
16 17
18
19 20