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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
426
Center for Financial Planning
Michigan
$743K – – –
HCC
427
Hirtle Callaghan & Co
Pennsylvania
$743K -$7.65K -50 -1%
RLWM
428
RF&L Wealth Management
Massachusetts
$742K – – –
GCM
429
Gables Capital Management
Florida
$739K – – –
TC
430
TownSquare Capital
Utah
$738K +$42.1K +275 +6%
FG
431
Foster Group
Iowa
$736K -$49.6K -324 -6%
JWCA
432
J.W. Cole Advisors
Florida
$734K +$11.3K +74 +2%
CPA
433
Cardiff Park Advisors
California
$732K +$612 +4 +0.1%
FCM
434
Firestone Capital Management
Florida
$725K -$10.4K -68 -1%
CFB
435
Cullen/Frost Bankers
Texas
$724K -$18.5K -121 -2%
CFG
436
Citizens Financial Group
Rhode Island
$721K +$120K +786 +20%
AWM
437
Avior Wealth Management
Nebraska
$709K -$1.09M -7,099 -60%
CB
438
Centennial Bank
Arkansas
$703K -$49.2K -322 -7%
WFS
439
Widmann Financial Services
Maryland
$703K -$10.2K -67 -1%
UWPG
440
Ullmann Wealth Partners Group
Florida
$701K +$1.22K +8 +0.2%
FBFS
441
First Business Financial Services
Wisconsin
$701K – – –
PFM
442
Phillips Financial Management
Indiana
$696K – – –
SIA
443
Stegner Investment Associates
Kentucky
$695K – – –
MFG
444
Magnus Financial Group
New York
$694K -$15K -98 -2%
DI
445
Disciplined Investments
Oklahoma
$690K -$50.9K -333 -7%
GPA
446
Guidance Point Advisors
Massachusetts
$688K +$459 +3 +0.1%
OCG
447
Opus Capital Group
Ohio
$682K +$153 +1 +0%
FCP
448
Fidelis Capital Partners
Florida
$681K – – –
TW
449
Transform Wealth
Colorado
$676K +$4.59K +30 +0.7%
PCMC
450
Paragon Capital Management (Colorado)
Colorado
$675K +$8.72K +57 +1%
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