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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
451
Perigon Wealth Management
California
$634K -$58.7K -394 -9%
THL
452
Tillman Hartley LLC
Colorado
$629K +$149 +1 +0%
AFG
453
Atomi Financial Group
New York
$628K +$92.3K +620 +18%
IA
454
IFP Advisors
Florida
$616K +$10.6K +71 +2%
AG
455
Ascent Group
Virginia
$616K -$187K -1,253 -24%
SIA
456
Stegner Investment Associates
Kentucky
$609K +$4.62K +31 +0.8%
AFC
457
AFT Forsyth & Company
Florida
$601K – – –
EWP
458
Elevation Wealth Partners
California
$600K +$249K +1,671 +78%
WF
459
Welch & Forbes
Massachusetts
$597K +$8.94K +60 +2%
WIA
460
World Investment Advisors
California
$593K -$794K -5,331 -59%
ES
461
Eagle Strategies
New York
$591K +$55.4K +372 +11%
SWA
462
Strategies Wealth Advisors
Michigan
$590K +$2.53K +17 +0.5%
AWM
463
Avior Wealth Management
Nebraska
$589K -$38.6K -259 -6%
DWP
464
Daymark Wealth Partners
Ohio
$588K +$41.5K +279 +8%
DPI
465
Diversified Portfolios Inc
Michigan
$586K +$14.9K +100 +3%
CCT
466
Chemung Canal Trust
New York
$584K +$131K +880 +31%
CAAM
467
Cornerstone Advisors Asset Management
Pennsylvania
$584K – – –
GIA
468
Gladstone Institutional Advisory
Florida
$584K +$8.04K +54 +1%
RWM
469
Rialto Wealth Management
New York
$583K – – –
ATPW
470
Ashton Thomas Private Wealth
Arizona
$580K +$42.1K +283 +8%
WA
471
Wealthstream Advisors
New York
$572K -$28.6K -192 -5%
AI
472
Atria Investments
North Carolina
$571K -$80.6K -541 -13%
HWA
473
Heritage Wealth Advisors
Virginia
$568K – – –
PHAM
474
Palisades Hudson Asset Management
Florida
$566K -$25.2K -169 -4%
UWPG
475
Ullmann Wealth Partners Group
Florida
$565K -$57K -383 -10%
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