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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
VP
551
Verum Partners
North Carolina
$488K -$27.7K -200 -6%
BFM
552
Broadview Financial Management
Wisconsin
$487K -$693 -5 -0.2%
SCA
553
Snowden Capital Advisors
New York
$487K +$115K +827 +36%
DJSG
554
D.J. St. Germain
Massachusetts
$482K – – –
ANBT
555
American National Bank & Trust
Texas
$482K -$139K -1,007 -25%
WWM
556
Western Wealth Management
Colorado
$482K +$215K +1,553 +100%
EFG
557
Embree Financial Group
Illinois
$480K +$428K +3,093 New
DWP
558
Daymark Wealth Partners
Ohio
$480K – – –
PCM
559
Pointe Capital Management
Michigan
$478K +$133K +960 +45%
PSA
560
Plum Street Advisors
Louisiana
$476K +$424K +3,063 New
MWA
561
Monograph Wealth Advisors
California
$475K – – –
ATPW
562
Ashton Thomas Private Wealth
Arizona
$473K +$38.6K +279 +10%
AA
563
Ancora Advisors
Ohio
$471K -$26K -188 -6%
AWM
564
Axxcess Wealth Management
California
$470K +$193K +1,394 +85%
KFI
565
Key Financial Inc
Pennsylvania
$470K -$1.66K -12 -0.4%
CG
566
Cynosure Group
Utah
$466K +$72.3K +522 +21%
KMWM
567
Keudell/Morrison Wealth Management
Oregon
$466K – – –
PTC
568
Private Trust Company
Ohio
$464K +$12.3K +89 +3%
NP
569
NorthRock Partners
Minnesota
$464K +$414K +2,987 New
HF
570
Halpern Financial
Virginia
$463K – – –
EWM
571
Evermay Wealth Management
Virginia
$459K -$12.6K -91 -3%
DFG
572
Delta Financial Group
New Jersey
$458K +$7.62K +55 +2%
SCA
573
St. Clair Advisors
Ohio
$457K – – –
PWM
574
Paulson Wealth Management
Illinois
$453K – – –
DTC
575
Davidson Trust Company
Washington
$453K -$26.6K -192 -6%
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