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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
BIC
551
Beach Investment Counsel
Pennsylvania
$274K – – –
GGS
552
Galvin Gaustad & Stein
Arizona
$274K +$246K +2,081 New
BF
553
Blankinship & Foster
California
$272K +$826 +7 +0.3%
RCAMU
554
Rothschild & Co Asset Management US
Connecticut
$270K +$242K +2,047 New
SC
555
Steph & Co
Wisconsin
$266K -$5.55K -47 -2%
SW
556
SteelPeak Wealth
California
$264K +$236K +2,003 New
OC
557
Oppenheimer & Co
New York
$259K -$223K -1,888 -49%
MFT
558
Moisand Fitzgerald Tamayo
Florida
$258K -$4.96K -42 -2%
MBT
559
Montecito Bank & Trust
California
$253K +$226K +1,918 New
SG
560
StoneX Group
New York
$253K +$226K +1,918 New
CTA
561
Chesley Taft & Associates
Illinois
$252K +$226K +1,914 New
IWP
562
Icon Wealth Partners
Texas
$252K +$226K +1,914 New
PAM
563
Peak Asset Management
Colorado
$249K +$223K +1,890 New
DT
564
Diversified Trust
Tennessee
$247K +$221K +1,872 New
LFG
565
Larson Financial Group
Missouri
$246K -$1.53K -13 -0.7%
TI
566
Truepoint Inc
Ohio
$246K +$220K +1,868 New
KWM
567
Kingsview Wealth Management
Oregon
$246K +$221K +1,870 New
EPA
568
Element Pointe Advisors
Florida
$245K +$220K +1,862 New
SF
569
Summit Financial
New Jersey
$245K +$220K +1,861 New
ADL
570
Asset Dedication LLC
California
$244K – – –
9WM
571
9258 Wealth Management
Ohio
$243K +$218K +1,848 New
TC
572
Telemus Capital
Michigan
$238K -$7.25M -61,457 -97%
KFI
573
Key Financial Inc
Pennsylvania
$236K +$211K +1,788 New
AIS
574
American Investment Services
Massachusetts
$236K +$212K +1,793 New
RFM
575
Royal Fund Management
Florida
$234K +$210K +1,782 New
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