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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
551
Ashton Thomas Private Wealth
Arizona
$385K -$57.2K -395 -12%
GHA
552
GW Henssler & Associates
Georgia
$383K -$65.8M -454,328 -99%
DCM
553
Dupont Capital Management
Delaware
$383K – – –
APW
554
Austin Private Wealth
Texas
$380K – – –
FDCDDQ
555
Federation des caisses Desjardins du Quebec
Quebec, Canada
$379K -$385K -2,659 -49%
SI
556
Saxon Interests
Texas
$379K -$10.7K -74 -3%
CFO
557
Callan Family Office
Pennsylvania
$377K – – –
CGPCS
558
Capital Group Private Client Services
California
$377K +$2.03K +14 +0.5%
CD
559
Chapin Davis
Maryland
$376K – – –
IAG
560
Investment Advisory Group
Massachusetts
$374K -$19.4K -134 -5%
SMC
561
Smith, Moore & Co
Missouri
$371K -$22K -152 -5%
PP
562
Patten & Patten
Tennessee
$371K -$10.9K -75 -3%
AFP
563
Alpha Financial Partners
Kentucky
$369K +$145 +1 +0%
FG
564
Foster Group
Iowa
$368K +$104K +717 +36%
EPA
565
Element Pointe Advisors
Florida
$365K – – –
CWM
566
Connecticut Wealth Management
Connecticut
$365K +$83.2K +574 +27%
HCM
567
Hollencrest Capital Management
California
$364K – – –
OLA
568
Oliver Luxxe Assets
New Jersey
$364K -$66.5K -459 -15%
CWM
569
Cahaba Wealth Management
Georgia
$362K +$2.03K +14 +0.5%
OIA
570
OneDigital Investment Advisors
Kansas
$361K +$91.6K +632 +32%
FCA
571
FinTrust Capital Advisors
South Carolina
$356K – – –
PRWA
572
Platte River Wealth Advisors
Colorado
$354K – – –
UOP
573
University of Pittsburgh
Pennsylvania
$353K +$98.6K +680 +36%
HF
574
Halpern Financial
Virginia
$351K – – –
IFWM
575
Institute for Wealth Management
Colorado
$351K -$290K -2,000 -44%
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