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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
RRA
501
Red Reef Advisors
Florida
$653K – – –
PVI
502
Pine Valley Investments
New Jersey
$650K +$194 +1 +0%
AWA
503
American Wealth Advisors
Georgia
$646K +$1.74K +9 +0.3%
GI
504
GAMMA Investing
California
$645K +$519K +2,683 +373%
TSS
505
Two Sigma Securities
New York
$644K +$658K +3,397 New
ST
506
Smithfield Trust
Pennsylvania
$642K -$43.2K -223 -6%
TPCW
507
TD Private Client Wealth
New York
$641K +$76.5K +395 +13%
MCWS
508
McKinley Carter Wealth Services
West Virginia
$641K -$3.68K -19 -0.6%
AI
509
Atria Investments
North Carolina
$641K -$2.2M -11,381 -77%
GI
510
GAMCO Investors
Connecticut
$639K -$131K -675 -17%
SVWAG
511
Sound View Wealth Advisors Group
Georgia
$636K +$194 +1 +0%
CGPCS
512
Capital Group Private Client Services
California
$634K -$7.55K -39 -1%
AFG
513
Atomi Financial Group
New York
$633K +$142K +735 +28%
JPG
514
Jordan Park Group
California
$630K -$253K -1,308 -28%
IFPG
515
Intrepid Financial Planning Group
Indiana
$627K -$4.84K -25 -0.8%
EWM
516
Evercore Wealth Management
New York
$626K -$213K -1,100 -25%
SCM
517
SCS Capital Management
Massachusetts
$623K +$194 +1 +0%
MWA
518
Monograph Wealth Advisors
California
$623K – – –
YWM
519
Yardley Wealth Management
Pennsylvania
$621K – – –
JWA
520
JFS Wealth Advisors
Pennsylvania
$615K – – –
AA
521
Alesco Advisors
New York
$614K -$16.3K -84 -3%
UWPG
522
Ullmann Wealth Partners Group
Florida
$614K -$67.8K -350 -10%
STA
523
Smith Thornton Advisors
Alabama
$611K – – –
NAAA
524
New Age Alpha Advisors
New York
$604K +$83.2K +430 +16%
KPWM
525
KDK Private Wealth Management
Texas
$603K -$5.61K -29 -0.9%
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