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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
451
Haverford Trust Company
Pennsylvania
$785K -$156K -913 -16%
CFFP
452
Center for Financial Planning
Michigan
$781K – – –
FCM
453
Firestone Capital Management
Florida
$781K -$341 -2 -0%
EWM
454
Evercore Wealth Management
New York
$780K -$13.3K -78 -2%
FNBT
455
FineMark National Bank & Trust
Florida
$779K -$67.4K -395 -8%
OCG
456
Opus Capital Group
Ohio
$774K +$40.8K +239 +5%
AWM
457
Aprio Wealth Management
Georgia
$774K -$9.22K -54 -1%
DI
458
Disciplined Investments
Oklahoma
$771K +$27.5K +161 +4%
DC
459
Davenport & Co
Virginia
$770K +$800K +4,688 New
GC
460
Garde Capital
Washington
$760K -$31.2K -183 -4%
KWM
461
Kingsview Wealth Management
Oregon
$759K +$6.49K +38 +0.8%
FBFS
462
First Business Financial Services
Wisconsin
$756K – – –
EP
463
Essential Planning
New Hampshire
$755K +$763K +4,470 New
RWIA
464
Roger Wittlin Investment Advisory
California
$755K +$382K +2,239 +95%
GIS
465
Grayhawk Investment Strategies
Alberta, Canada
$753K – – –
FG
466
Foster Group
Iowa
$753K -$38.6K -226 -5%
HPM
467
Hoxton Planning & Management
West Virginia
$751K -$8.02K -47 -1%
PFM
468
Phillips Financial Management
Indiana
$750K – – –
GPA
469
Guidance Point Advisors
Massachusetts
$749K +$3.92K +23 +0.5%
BW
470
BIP Wealth
Georgia
$749K +$160K +938 +26%
ST
471
Smithfield Trust
Pennsylvania
$749K -$115K -675 -13%
TW
472
Transform Wealth
Colorado
$748K +$6.66K +39 +0.9%
WFS
473
Widmann Financial Services
Maryland
$739K +$1.36K +8 +0.2%
MMA
474
Miracle Mile Advisors
California
$738K -$104K -608 -12%
FFA
475
Farther Finance Advisors
California
$738K +$13.8K +81 +2%
17 18
19
20 21