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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
KRW
476
Kaufman Rossin Wealth
Florida
$690K +$684K +3,809 New
FG
477
Foster Group
Iowa
$690K -$49K -273 -7%
PWM
478
Perigon Wealth Management
California
$688K -$14.4K -80 -2%
AFC
479
AFT Forsyth & Company
Florida
$686K -$4.31K -24 -0.6%
GIA
480
Gladstone Institutional Advisory
Florida
$681K -$1.08K -6 -0.2%
HCC
481
Hirtle Callaghan & Co
Pennsylvania
$674K -$208K -1,158 -24%
AWM
482
Avior Wealth Management
Nebraska
$672K +$15.3K +85 +2%
MWM
483
Mission Wealth Management
California
$670K +$236K +1,316 +55%
WF
484
Welch & Forbes
Massachusetts
$666K -$8.98K -50 -1%
DPI
485
Diversified Portfolios Inc
Michigan
$665K -$7.9K -44 -1%
HCA
486
Heck Capital Advisors
Wisconsin
$665K -$44K -245 -6%
RWM
487
Rialto Wealth Management
New York
$662K – – –
ST
488
Smithfield Trust
Pennsylvania
$660K -$28.6K -159 -4%
SB
489
Strategic Blueprint
Georgia
$659K +$75.8K +422 +13%
SPC
490
Sigma Planning Corp
Michigan
$655K +$1.98K +11 +0.3%
PHAM
491
Palisades Hudson Asset Management
Florida
$654K +$2.33K +13 +0.4%
NS
492
NBC Securities
Alabama
$654K +$23.4K +130 +4%
HWA
493
Heritage Wealth Advisors
Virginia
$652K – – –
KFC
494
Klingenstein Fields & Co
New York
$649K – – –
AG
495
Ascent Group
Virginia
$645K +$5.75K +32 +0.9%
CC
496
Chicago Capital
Illinois
$636K – – –
UWPG
497
Ullmann Wealth Partners Group
Florida
$636K – – –
TAM
498
Townsend Asset Management
North Carolina
$632K +$3.41K +19 +0.5%
CAG
499
Curtis Advisory Group
California
$628K -$11.1K -62 -2%
BAM
500
Belpointe Asset Management
Nevada
$627K +$622K +3,460 New
18 19
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