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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
501
Welch & Forbes
Massachusetts
$230K – – –
FLPIM
502
F.L. Putnam Investment Management
Massachusetts
$230K +$228K +1,927 New
SIMM
503
Stillwater Investment Management (Minnesota)
Minnesota
$229K -$54.5K -461 -19%
IWP
504
Icon Wealth Partners
Texas
$229K +$118 +1 +0.1%
MWM
505
Mission Wealth Management
California
$226K +$236 +2 +0.1%
CT
506
Cambridge Trust
Massachusetts
$224K +$221K +1,875 New
IA
507
IFG Advisory
Georgia
$223K +$221K +1,873 New
CWAG
508
Compton Wealth Advisory Group
Virginia
$221K – – –
CAG
509
Crestwood Advisors Group
Massachusetts
$220K +$4.49K +38 +2%
SIAS
510
Shine Investment Advisory Services
Colorado
$218K – – –
CA
511
Cornerstone Advisory
Maryland
$217K – – –
OLA
512
Oliver Luxxe Assets
New Jersey
$215K +$218K +1,848 New
MWA
513
Martel Wealth Advisors
Washington
$212K -$40.2K -340 -16%
FNT
514
First Nebraska Trust
Nebraska
$212K – – –
IC
515
Innealta Capital
Texas
$209K -$2.2M -18,633 -91%
PWPS
516
Pinnacle Wealth Planning Services
Ohio
$209K +$207K +1,751 New
FTI
517
Fiduciary Trust International
Massachusetts
$207K – – –
PGFC
518
Peapack-Gladstone Financial Corp
New Jersey
$207K – – –
NWS
519
Newport Wealth Strategies
California
$206K -$48.4K -410 -19%
JFG
520
JMG Financial Group
Illinois
$204K – – –
PA
521
Pinnacle Associates
New York
$203K – – –
PP
522
PagnatoKarp Partners
Virginia
$203K +$201K +1,699 New
LA
523
Legacy Advisors
Pennsylvania
$202K +$35.4K +300 +22%
LWANC
524
Laurel Wealth Advisors (North Carolina)
North Carolina
$196K – – –
PFGIA
525
Patriot Financial Group Insurance Agency
Massachusetts
$192K +$4.72K +40 +3%
19 20
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