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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
501
Moisand Fitzgerald Tamayo
Florida
$241K – – –
FFA
502
Fragasso Financial Advisors
Pennsylvania
$240K +$241K +1,992 New
EB
503
Eastern Bank
Massachusetts
$239K -$252K -2,090 -51%
BAM
504
Belpointe Asset Management
Nevada
$238K +$239K +1,979 New
IWA
505
Intercontinental Wealth Advisors
Texas
$237K -$46.7K -387 -16%
VCM
506
Versant Capital Management
Arizona
$237K – – –
TCOV
507
Trust Company of Vermont
Vermont
$237K +$22.2K +184 +10%
AAS
508
Annex Advisory Services
Wisconsin
$236K -$3.62K -30 -2%
WF
509
Welch & Forbes
Massachusetts
$232K – – –
IWP
510
Icon Wealth Partners
Texas
$231K -$49.5K -410 -18%
DAS
511
Dynamic Advisor Solutions
Arizona
$231K +$231K +1,913 New
MWM
512
Mission Wealth Management
California
$228K +$228K +1,888 New
CWAG
513
Compton Wealth Advisory Group
Virginia
$223K +$121 +1 +0.1%
TC
514
Telemus Capital
Michigan
$222K +$32.7K +271 +16%
SIAS
515
Shine Investment Advisory Services
Colorado
$220K -$3.02K -25 -1%
MWM
516
Meridian Wealth Management
Kentucky
$219K +$15K +124 +7%
CA
517
Cornerstone Advisory
Maryland
$219K – – –
CAG
518
Crestwood Advisors Group
Massachusetts
$218K – – –
FNT
519
First Nebraska Trust
Nebraska
$214K – – –
BFPW
520
BOK Financial Private Wealth
Colorado
$210K -$23.6K -195 -10%
PGFC
521
Peapack-Gladstone Financial Corp
New Jersey
$210K – – –
FTI
522
Fiduciary Trust International
Massachusetts
$209K -$50.1K -415 -19%
MBT
523
Montecito Bank & Trust
California
$209K -$28.3K -234 -12%
JFG
524
JMG Financial Group
Illinois
$206K -$43.7K -362 -17%
PA
525
Pinnacle Associates
New York
$205K – – –
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