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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
476
Chicago Capital
Illinois
$621K – – –
JWA
477
JFS Wealth Advisors
Pennsylvania
$618K +$6.25K +37 +1%
NS
478
NBC Securities
Alabama
$615K +$31.7K +188 +6%
TAM
479
Townsend Asset Management
North Carolina
$613K -$6.42K -38 -1%
BW
480
BIP Wealth
Georgia
$611K -$6.75K -40 -1%
FFG
481
Fiduciary Financial Group
California
$608K -$97.2K -576 -14%
MCWS
482
McKinley Carter Wealth Services
West Virginia
$605K -$4.73K -28 -0.8%
PVI
483
Pine Valley Investments
New Jersey
$601K +$27.3K +162 +5%
AWA
484
American Wealth Advisors
Georgia
$598K +$571K +3,381 New
HTC
485
Haverford Trust Company
Pennsylvania
$598K +$7.09K +42 +1%
CGPCS
486
Capital Group Private Client Services
California
$595K +$2.19K +13 +0.4%
LA
487
Legacy Advisors
Pennsylvania
$595K +$568K +3,363 New
SVWAG
488
Sound View Wealth Advisors Group
Georgia
$593K +$169 +1 +0%
TCOV
489
Trust Company of Vermont
Vermont
$588K +$22.1K +131 +4%
AA
490
Alesco Advisors
New York
$588K – – –
SCM
491
SCS Capital Management
Massachusetts
$585K -$125K -740 -18%
IFPG
492
Intrepid Financial Planning Group
Indiana
$585K +$13.5K +80 +2%
CT
493
Caldwell Trust
Florida
$584K +$5.23K +31 +0.9%
KPWM
494
KDK Private Wealth Management
Texas
$583K -$5.4K -32 -1%
MWA
495
Monograph Wealth Advisors
California
$581K – – –
YWM
496
Yardley Wealth Management
Pennsylvania
$579K – – –
VCP
497
Verus Capital Partners
Arizona
$576K -$33.6K -199 -6%
FFN
498
Focus Financial Network
Minnesota
$574K +$169 +1 +0%
STA
499
Smith Thornton Advisors
Alabama
$570K – – –
CPIG
500
Chicago Partners Investment Group
Illinois
$570K +$17.9K +106 +3%
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