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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
$430K +$135 +1 +0%
KMWM
527
Keudell/Morrison Wealth Management
Oregon
$422K – – –
CFP
528
Catalyst Financial Partners
Massachusetts
$422K – – –
AF
529
Advisornet Financial
Minnesota
$421K -$2.2M -16,304 -84%
CWM
530
Connecticut Wealth Management
Connecticut
$419K +$42.7K +316 +12%
SCA
531
St. Clair Advisors
Ohio
$414K – – –
PWM
532
Paulson Wealth Management
Illinois
$411K – – –
PVI
533
Pine Valley Investments
New Jersey
$408K -$7.44K -55 -2%
SFC
534
Strategic Financial Concepts
Texas
$407K +$3.25K +24 +0.8%
ARC
535
Advisor Resource Council
Texas
$407K -$533K -3,945 -58%
ATPW
536
Ashton Thomas Private Wealth
Arizona
$405K +$8.92K +66 +2%
USCWA
537
U.S. Capital Wealth Advisors
Texas
$404K -$230K -1,700 -37%
TWP
538
Total Wealth Planning
Ohio
$402K -$1.08K -8 -0.3%
CFG
539
Citizens Financial Group
Rhode Island
$400K +$406 +3 +0.1%
MA
540
Mutual Advisors
Nebraska
$399K +$140K +1,037 +58%
MFA
541
Mayflower Financial Advisors
Massachusetts
$397K -$3.38K -25 -0.9%
BAM
542
Belpointe Asset Management
Nevada
$396K -$503K -3,722 -57%
APW
543
Austin Private Wealth
Texas
$390K – – –
WDL
544
Well Done LLC
Michigan
$390K +$77.3K +572 +26%
CGPCS
545
Capital Group Private Client Services
California
$389K +$1.62K +12 +0.4%
FA
546
FDx Advisors
Illinois
$387K +$372K +2,748 New
CD
547
Chapin Davis
Maryland
$386K – – –
AC
548
Apella Capital
Connecticut
$386K +$370K +2,739 New
PP
549
Patten & Patten
Tennessee
$385K +$4.06K +30 +1%
AWA
550
Arete Wealth Advisors
Illinois
$380K +$365K +2,698 New
20 21
22
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