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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
526
Monograph Wealth Advisors
California
$416K +$149 +1 +0%
FCA
527
FinTrust Capital Advisors
South Carolina
$416K +$31.1K +209 +8%
SG
528
StoneX Group
New York
$412K +$133K +895 +42%
JWA
529
JFS Wealth Advisors
Pennsylvania
$409K – – –
SW
530
SteelPeak Wealth
California
$409K – – –
KMWM
531
Keudell/Morrison Wealth Management
Oregon
$408K – – –
FB
532
First Bancorp
Maine
$408K +$446K +3,000 New
AIFAIM
533
American Institute for Advanced Investment Management
Arizona
$406K +$443K +2,980 New
IAG
534
Investment Advisory Group
Massachusetts
$403K -$81.1K -545 -15%
SCA
535
St. Clair Advisors
Ohio
$400K – – –
SMC
536
Smith, Moore & Co
Missouri
$400K -$1.92M -12,936 -81%
GAG
537
GM Advisory Group
New York
$399K – – –
DTC
538
Davidson Trust Company
Washington
$399K +$11K +74 +3%
KFA
539
Kelleher Financial Advisors
New York
$397K -$4.91K -33 -1%
LC
540
Lindbrook Capital
California
$397K – – –
PWM
541
Paulson Wealth Management
Illinois
$397K – – –
TWP
542
Total Wealth Planning
Ohio
$396K +$7.89K +53 +2%
BAM
543
Bosun Asset Management
Illinois
$391K +$92.3K +620 +28%
CIM
544
Confluence Investment Management
Missouri
$391K +$428K +2,873 New
SPF
545
Steven Patrick Farmer
$391K +$428K +2,873 New
DT
546
Diversified Trust
Tennessee
$390K – – –
CPIG
547
Chicago Partners Investment Group
Illinois
$385K +$38.7K +260 +11%
HWIS
548
Hancock Whitney Investment Services
Louisiana
$384K -$12.6K -85 -3%
WTA
549
Washington Trust Advisors
Massachusetts
$384K -$1.04K -7 -0.2%
PPW
550
Pinnacle Private Wealth
Massachusetts
$382K -$2.83K -19 -0.7%
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