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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
476
Coury Firm Asset Management
Pennsylvania
$543K -$238K -1,762 -31%
MFWP
477
Mosaic Family Wealth Partners
Missouri
$541K -$13.4K -99 -3%
LW
478
Linscomb Wealth
Texas
$540K -$235K -1,737 -31%
DPI
479
Diversified Portfolios Inc
Michigan
$535K -$10.8K -80 -2%
AWA
480
Arkadios Wealth Advisors
Georgia
$535K +$16.4K +121 +3%
WA
481
Wealthstream Advisors
New York
$531K +$2.16K +16 +0.4%
DB
482
Dravo Bay
Delaware
$531K -$25.4K -188 -5%
PHAM
483
Palisades Hudson Asset Management
Florida
$526K -$19.7K -146 -4%
AWM
484
Aprio Wealth Management
Georgia
$526K +$135 +1 +0%
KWM
485
Keebeck Wealth Management
Illinois
$524K -$25K -185 -5%
AP
486
Appleton Partners
Massachusetts
$524K -$10.1K -75 -2%
CAAM
487
Cornerstone Advisors Asset Management
Pennsylvania
$521K – – –
FFN
488
Focus Financial Network
Minnesota
$520K -$26.1K -193 -5%
ETIA
489
Epic Trust Investment Advisors
Washington
$511K -$29.6K -219 -6%
GL
490
Graypoint LLC
New York
$511K – – –
IFWM
491
Institute for Wealth Management
Colorado
$501K +$135K +1,000 +39%
GCM
492
Gator Capital Management
Florida
$498K +$21.6K +160 +5%
IFPG
493
Intrepid Financial Planning Group
Indiana
$496K -$8.11K -60 -2%
DT
494
Diversified Trust
Tennessee
$483K +$21K +155 +5%
HI
495
HBK Investments
Texas
$482K +$463K +3,424 New
CS
496
Cannell & Spears
New York
$481K – – –
CWM
497
Castle Wealth Management
Florida
$478K -$16.2K -120 -3%
SWM
498
Spire Wealth Management
Virginia
$477K -$89.2K -660 -16%
TAM
499
Townsend Asset Management
North Carolina
$475K +$2.03K +15 +0.4%
AA
500
Alesco Advisors
New York
$472K – – –
18 19
20
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