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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAM
526
Cornerstone Advisors Asset Management
Pennsylvania
$513K – – –
GL
527
Graypoint LLC
New York
$503K – – –
PIMG
528
Patriot Investment Management Group
Tennessee
$498K – – –
GIA
529
Gladstone Institutional Advisory
Florida
$498K +$16.8K +119 +3%
SCA
530
Snowden Capital Advisors
New York
$495K +$236K +1,671 +88%
IFPG
531
Intrepid Financial Planning Group
Indiana
$493K -$2.12K -15 -0.4%
SWM
532
Spire Wealth Management
Virginia
$489K +$38.3K +271 +8%
CWM
533
Castle Wealth Management
Florida
$487K – – –
YWP
534
YorkBridge Wealth Partners
New York
$486K – – –
AWA
535
Amplius Wealth Advisors
Pennsylvania
$482K +$491K +3,476 New
CT
536
Colonial Trust
South Carolina
$481K -$27.1K -192 -5%
TAM
537
Townsend Asset Management
North Carolina
$472K +$6.35K +45 +1%
PA
538
PFG Advisors
Arizona
$469K +$2.82K +20 +0.6%
CB
539
Cadence Bank
Mississippi
$469K +$9.18K +65 +2%
GCM
540
Gator Capital Management
Florida
$469K – – –
NW
541
NewEdge Wealth
Pennsylvania
$465K -$21.9K -155 -4%
CAL
542
Capital Analysts LLC
Pennsylvania
$465K -$43.3K -307 -8%
AA
543
Alesco Advisors
New York
$465K -$3.53K -25 -0.7%
HIP
544
HUB Investment Partners
Texas
$456K -$3.25K -23 -0.7%
SWA
545
Strategies Wealth Advisors
Michigan
$452K +$460K +3,258 New
WAOTB
546
Wealth Advisors of Tampa Bay
Florida
$451K +$460K +3,255 New
BFM
547
Broadview Financial Management
Wisconsin
$446K -$8.05K -57 -2%
EWM
548
Evermay Wealth Management
Virginia
$446K -$4.66K -33 -1%
ATPW
549
Ashton Thomas Private Wealth
Arizona
$445K +$4.24K +30 +0.9%
FMN
550
Financial Management Network
California
$443K -$37.7K -267 -8%
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