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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
426
Haverford Trust Company
Pennsylvania
$724K +$1.94K +12 +0.3%
CFFP
427
Center for Financial Planning
Michigan
$720K +$1.78K +11 +0.2%
WFS
428
Widmann Financial Services
Maryland
$719K +$42K +260 +6%
OCG
429
Opus Capital Group
Ohio
$712K – – –
DI
430
Disciplined Investments
Oklahoma
$702K -$7.59K -47 -1%
AWM
431
Aprio Wealth Management
Georgia
$701K -$11.5K -71 -2%
GC
432
Garde Capital
Washington
$700K +$1.45K +9 +0.2%
FBFS
433
First Business Financial Services
Wisconsin
$695K – – –
KWM
434
Kingsview Wealth Management
Oregon
$692K -$6.3K -39 -0.8%
GPA
435
Guidance Point Advisors
Massachusetts
$691K +$2.1K +13 +0.3%
PFM
436
Phillips Financial Management
Indiana
$690K – – –
BW
437
BIP Wealth
Georgia
$689K – – –
GSC
438
Ground Swell Capital
South Carolina
$688K -$1.18M -7,281 -61%
BBHC
439
Brown Brothers Harriman & Co
New York
$688K +$70.4K +436 +11%
QT
440
Quantbot Technologies
New York
$687K -$392K -2,425 -35%
ECM
441
Eisler Capital Management
United Kingdom
$686K +$735K +4,548 New
FNBT
442
FineMark National Bank & Trust
Florida
$686K -$33.1K -205 -4%
FCM
443
Firestone Capital Management
Florida
$677K -$44.6K -276 -6%
EWM
444
Evercore Wealth Management
New York
$672K -$48.5K -300 -6%
NW
445
Naviter Wealth
Arkansas
$671K – – –
HPM
446
Hoxton Planning & Management
West Virginia
$667K -$25K -155 -3%
PWM
447
Perigon Wealth Management
California
$666K -$100K -619 -12%
PA
448
Pinnacle Associates
New York
$665K +$18.7K +116 +3%
ST
449
Smithfield Trust
Pennsylvania
$665K -$24.9K -154 -3%
CB
450
Centennial Bank
Arkansas
$665K +$37K +229 +5%
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