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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
501
Strategies Wealth Advisors
Michigan
$625K -$55.1K -307 -8%
RRA
502
Red Reef Advisors
Florida
$624K +$619K +3,446 New
FFG
503
Fiduciary Financial Group
California
$624K +$1.44K +8 +0.2%
BW
504
BIP Wealth
Georgia
$624K -$2.69K -15 -0.4%
PVI
505
Pine Valley Investments
New Jersey
$621K +$5.75K +32 +0.9%
AWA
506
American Wealth Advisors
Georgia
$616K +$3.59K +20 +0.6%
MCWS
507
McKinley Carter Wealth Services
West Virginia
$616K -$3.95K -22 -0.6%
CGPCS
508
Capital Group Private Client Services
California
$613K +$3.05K +17 +0.5%
SVWAG
509
Sound View Wealth Advisors Group
Georgia
$608K +$180 +1 +0%
HTC
510
Haverford Trust Company
Pennsylvania
$607K -$5.93K -33 -1%
NAS
511
Nicolet Advisory Services
Wisconsin
$604K +$260K +1,448 +85%
AA
512
Alesco Advisors
New York
$603K – – –
CT
513
Caldwell Trust
Florida
$599K – – –
PI
514
PFG Investments
New York
$597K +$13.1K +73 +2%
ET
515
Equitable Trust
Tennessee
$597K +$285K +1,586 +93%
SCM
516
SCS Capital Management
Massachusetts
$595K -$4.13K -23 -0.7%
MWA
517
Monograph Wealth Advisors
California
$595K – – –
AWA
518
Archvest Wealth Advisors
California
$594K +$25.5K +142 +5%
YWM
519
Yardley Wealth Management
Pennsylvania
$593K – – –
IFPG
520
Intrepid Financial Planning Group
Indiana
$592K -$6.47K -36 -1%
JWA
521
JFS Wealth Advisors
Pennsylvania
$588K -$44.9K -250 -7%
HCA
522
Harbor Capital Advisors
Illinois
$587K -$1.78M -9,935 -75%
STA
523
Smith Thornton Advisors
Alabama
$584K – – –
KPWM
524
KDK Private Wealth Management
Texas
$582K -$15.6K -87 -3%
AWM
525
Apollon Wealth Management
South Carolina
$580K +$196K +1,093 +52%
19 20
21
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