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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
476
Montag & Associates
Georgia
$528K – – –
PWM
477
Perigon Wealth Management
California
$523K -$30.1K -210 -5%
BWM
478
Baystate Wealth Management
Massachusetts
$522K -$24.1K -168 -4%
DB
479
Dravo Bay
Delaware
$522K +$11.3K +79 +2%
MFWP
480
Mosaic Family Wealth Partners
Missouri
$521K – – –
MMHP
481
Murphy Middleton Hinkle & Parker
Georgia
$521K -$8.03K -56 -1%
AAS
482
Ameritas Advisory Services
Nebraska
$521K +$551K +3,840 New
DPI
483
Diversified Portfolios Inc
Michigan
$515K – – –
WA
484
Wealthstream Advisors
New York
$512K – – –
D
485
Dentgroup
Louisiana
$510K -$50K -349 -8%
KWM
486
Keebeck Wealth Management
Illinois
$508K – – –
PHAM
487
Palisades Hudson Asset Management
Florida
$506K – – –
CAAM
488
Cornerstone Advisors Asset Management
Pennsylvania
$502K – – –
JWCA
489
J.W. Cole Advisors
Florida
$502K -$26.2K -183 -5%
FFN
490
Focus Financial Network
Minnesota
$499K -$5.74K -40 -1%
AWA
491
Arkadios Wealth Advisors
Georgia
$497K -$18.6K -130 -3%
GL
492
Graypoint LLC
New York
$491K -$1.15K -8 -0.2%
LW
493
Linscomb Wealth
Texas
$484K -$38K -265 -7%
AP
494
Appleton Partners
Massachusetts
$484K -$21.5K -150 -4%
SGCA
495
Steel Grove Capital Advisors
Tennessee
$482K -$991K -6,908 -66%
GCM
496
Gator Capital Management
Florida
$480K – – –
ETIA
497
Epic Trust Investment Advisors
Washington
$479K -$14.1K -98 -3%
AWM
498
Aprio Wealth Management
Georgia
$478K -$29.4K -205 -5%
IFPG
499
Intrepid Financial Planning Group
Indiana
$478K – – –
CFP
500
Catalyst Financial Partners
Massachusetts
$474K +$71.7K +500 +17%
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20
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