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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
476
Evermay Wealth Management
Virginia
$707K +$650K +4,078 +1,359%
FWP
477
Falcon Wealth Planning
California
$702K – – –
TP
478
Tranquility Partners
Tennessee
$702K +$10K +63 +1%
AWA
479
Aletheian Wealth Advisors
Washington
$701K -$7.49K -47 -1%
WA
480
Winfield Associates
Ohio
$699K -$543K -3,405 -44%
FFM
481
Forum Financial Management
Illinois
$697K +$3.03K +19 +0.4%
FNBT
482
FineMark National Bank & Trust
Florida
$695K -$35.2K -221 -5%
JWCA
483
J.W. Cole Advisors
Florida
$695K -$16.4K -103 -2%
ASBI
484
American State Bank (Iowa)
Iowa
$692K – – –
TNA
485
True North Advisors
Texas
$690K -$3.67K -23 -0.5%
CANC
486
Culbertson A N & Co
Virginia
$684K -$62.2K -390 -8%
YWP
487
YorkBridge Wealth Partners
New York
$681K -$7.17K -45 -1%
PCMC
488
Paragon Capital Management (Colorado)
Colorado
$673K -$797 -5 -0.1%
ECG
489
Edge Capital Group
Georgia
$672K +$99.6K +625 +18%
AG
490
Appleton Group
Wisconsin
$665K -$192K -1,202 -23%
AFC
491
AFT Forsyth & Company
Florida
$664K – – –
OR
492
Olympiad Research
Connecticut
$659K -$607K -3,809 -48%
AWM
493
Aprio Wealth Management
Georgia
$656K -$322K -2,022 -33%
FDCDDQ
494
Federation des caisses Desjardins du Quebec
Quebec, Canada
$649K -$91.4K -573 -12%
PFM
495
Parsec Financial Management
North Carolina
$646K -$5.26K -33 -0.8%
SF
496
Summit Financial
New Jersey
$636K -$68.2K -428 -10%
CAM
497
Cozad Asset Management
Illinois
$634K +$184K +1,155 +42%
CFA
498
Cahill Financial Advisors
Minnesota
$633K -$13.7K -86 -2%
ANB
499
Amarillo National Bank
Texas
$633K – – –
CWM
500
CCG Wealth Management
California
$626K -$3.51K -22 -0.6%
18 19
20
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