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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
501
Palisades Hudson Asset Management
Florida
$618K +$1.12K +7 +0.2%
SPWG
502
Sage Private Wealth Group
Illinois
$603K -$18.5M -115,854 -97%
WF
503
Welch & Forbes
Massachusetts
$603K -$14.8K -93 -2%
AP
504
Appleton Partners
Massachusetts
$603K -$9.25K -58 -2%
FFG
505
Fullen Financial Group
Ohio
$598K +$1.91K +12 +0.3%
DPI
506
Diversified Portfolios Inc
Michigan
$598K +$15.8K +99 +3%
CAAM
507
Cornerstone Advisors Asset Management
Pennsylvania
$598K – – –
RZH
508
Relyea Zuckerberg Hanson
Connecticut
$593K -$50.9K -319 -8%
WP
509
WealthShield Partners
North Carolina
$593K +$107K +673 +22%
MWA
510
Martel Wealth Advisors
Washington
$591K -$10.2K -64 -2%
SWA
511
Strategies Wealth Advisors
Michigan
$588K +$2.71K +17 +0.5%
GL
512
Graypoint LLC
New York
$585K – – –
CT
513
Clearstead Trust
Maine
$585K +$515K +3,232 +4,753%
FFN
514
Focus Financial Network
Minnesota
$584K +$577K +3,621 New
AWM
515
AE Wealth Management
Kansas
$584K -$3.14M -19,676 -84%
WA
516
Wealthstream Advisors
New York
$584K +$1.75K +11 +0.3%
CAL
517
Capital Analysts LLC
Pennsylvania
$581K -$19.1K -120 -3%
GIA
518
Gladstone Institutional Advisory
Florida
$578K -$53.1K -333 -9%
EAM
519
Evanson Asset Management
California
$578K +$58K +364 +11%
KIC
520
Kensington Investment Counsel
California
$577K -$72.2K -453 -11%
RBA
521
Richard Bernstein Advisors
New York
$575K -$72.6M -455,210 -99%
RHBC
522
R.H. Bluestein & Co
Michigan
$574K – – –
FMN
523
Financial Management Network
California
$568K -$4.78K -30 -0.9%
IAG
524
Investment Advisory Group
Massachusetts
$567K +$159 +1 +0%
PWM
525
Perigon Wealth Management
California
$557K – – –
19 20
21
22 23