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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
526
Appleton Partners
Massachusetts
$528K -$24.2K -175 -5%
JWA
527
JFS Wealth Advisors
Pennsylvania
$528K +$13.2K +95 +3%
IFPG
528
Intrepid Financial Planning Group
Indiana
$527K -$17.9K -129 -4%
CB
529
Cadence Bank
Mississippi
$526K +$5.13K +37 +1%
SVWAG
530
Sound View Wealth Advisors Group
Georgia
$523K +$416 +3 +0.1%
AA
531
Alesco Advisors
New York
$520K – – –
BCM
532
Bayesian Capital Management
New York
$516K +$461K +3,325 New
PIMG
533
Patriot Investment Management Group
Tennessee
$516K – – –
SWM
534
Spire Wealth Management
Virginia
$516K – – –
CGPCS
535
Capital Group Private Client Services
California
$515K +$5.13K +37 +1%
CFP
536
Catalyst Financial Partners
Massachusetts
$514K -$26.2K -189 -5%
OSAM
537
O'Shaughnessy Asset Management
Connecticut
$510K +$89.2K +644 +24%
CWM
538
Castle Wealth Management
Florida
$505K -$12.1K -87 -3%
HWM
539
HighMark Wealth Management
Minnesota
$504K +$450K +3,246 New
RCAG
540
Rehmann Capital Advisory Group
Michigan
$503K -$416 -3 -0.1%
CPIG
541
Chicago Partners Investment Group
Illinois
$501K -$13K -94 -3%
PA
542
PFG Advisors
Arizona
$500K -$3.05K -22 -0.7%
NB
543
NBT Bank
New York
$499K +$115K +830 +35%
SFG
544
Sage Financial Group
Pennsylvania
$499K +$693 +5 +0.2%
CT
545
Colonial Trust
South Carolina
$498K – – –
MA
546
Montag & Associates
Georgia
$498K -$92.5K -668 -17%
AF
547
Apexium Financial
Texas
$494K +$440K +3,179 New
SWA
548
Strategies Wealth Advisors
Michigan
$494K +$5.54K +40 +1%
SAG
549
SageView Advisory Group
California
$490K +$239K +1,725 +115%
SAM
550
Smithbridge Asset Management
Pennsylvania
$490K – – –
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