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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMS
526
CFG Wealth Management Services
Indiana
$579K +$574K +3,193 New
DWM
527
Diversify Wealth Management
Utah
$571K +$33.6K +187 +7%
IWA
528
Icon Wealth Advisors
Texas
$570K – – –
FFM
529
Forum Financial Management
Illinois
$570K – – –
PIMG
530
Patriot Investment Management Group
Tennessee
$558K – – –
KFI
531
Key Financial Inc
Pennsylvania
$555K – – –
TCOV
532
Trust Company of Vermont
Vermont
$554K -$48.3K -269 -8%
TNA
533
True North Advisors
Texas
$549K – – –
EFG
534
Embree Financial Group
Illinois
$548K +$29.1K +162 +6%
CWM
535
Cahaba Wealth Management
Georgia
$546K +$3.05K +17 +0.6%
BFM
536
Broadview Financial Management
Wisconsin
$546K +$6.65K +37 +1%
SCM
537
Sage Capital Management
New Jersey
$545K +$2.33K +13 +0.4%
RWM
538
Riverbend Wealth Management
South Carolina
$544K – – –
KMWM
539
Keudell/Morrison Wealth Management
Oregon
$544K +$539K +3,000 New
FBB
540
Fulton Breakefield Broenniman
Maryland
$543K – – –
FCFC
541
First Commonwealth Financial Corp
Pennsylvania
$543K -$105K -586 -16%
CWM
542
Castle Wealth Management
Florida
$541K +$180 +1 +0%
TPCW
543
TD Private Client Wealth
New York
$541K +$53.2K +296 +11%
SWA
544
Sax Wealth Advisors
New Jersey
$541K -$105K -583 -16%
DJSG
545
D.J. St. Germain
Massachusetts
$539K – – –
WP
546
WealthPLAN Partners
Nebraska
$538K – – –
FFN
547
Focus Financial Network
Minnesota
$538K -$50.1K -279 -9%
SEIA
548
Signature Estate & Investment Advisors
California
$536K -$27.7K -154 -5%
LA
549
Legacy Advisors
Pennsylvania
$534K -$74.4K -414 -12%
HAG
550
HighPoint Advisor Group
Illinois
$530K +$525K +2,924 New
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