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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
501
Spire Wealth Management
Virginia
$471K +$13.2K +92 +3%
CAG
502
Curtis Advisory Group
California
$470K +$26.7K +186 +6%
KWM
503
Kingsview Wealth Management
Oregon
$466K +$155K +1,082 +46%
WF
504
Welch & Forbes
Massachusetts
$465K -$122K -850 -20%
BWA
505
Beam Wealth Advisors
Louisiana
$464K -$91.8K -640 -16%
CS
506
Cannell & Spears
New York
$463K – – –
SVWAG
507
Sound View Wealth Advisors Group
Georgia
$456K +$7.03K +49 +1%
GIA
508
Gladstone Institutional Advisory
Florida
$455K +$10K +70 +2%
CWM
509
Castle Wealth Management
Florida
$455K -$8.03K -56 -2%
TAM
510
Townsend Asset Management
North Carolina
$454K -$3.15K -22 -0.7%
AA
511
Alesco Advisors
New York
$454K – – –
CB
512
Cadence Bank
Mississippi
$454K +$3.44K +24 +0.7%
VP
513
Verum Partners
North Carolina
$453K +$479K +3,344 New
PIMG
514
Patriot Investment Management Group
Tennessee
$450K – – –
JWA
515
JFS Wealth Advisors
Pennsylvania
$447K +$22.1K +154 +5%
CFA
516
Cahill Financial Advisors
Minnesota
$447K -$717 -5 -0.2%
CGPCS
517
Capital Group Private Client Services
California
$445K +$74.3K +518 +19%
CT
518
Colonial Trust
South Carolina
$444K – – –
RCAG
519
Rehmann Capital Advisory Group
Michigan
$440K +$3.87K +27 +0.8%
PA
520
PFG Advisors
Arizona
$439K -$10.3K -72 -2%
CPIG
521
Chicago Partners Investment Group
Illinois
$438K +$48K +335 +11%
AA
522
Ancora Advisors
Ohio
$437K -$16.2K -113 -3%
SFG
523
Sage Financial Group
Pennsylvania
$435K – – –
SAM
524
Smithbridge Asset Management
Pennsylvania
$427K – – –
BFM
525
Broadview Financial Management
Wisconsin
$426K -$4.73K -33 -1%
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