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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
551
Lion Street Advisors
Texas
$439K – – –
CAG
552
Curtis Advisory Group
California
$438K -$3.67K -24 -0.8%
CFA
553
Cahill Financial Advisors
Minnesota
$432K +$153 +1 +0%
HF
554
Halpern Financial
Virginia
$428K -$38.8K -254 -8%
MFWP
555
Mosaic Family Wealth Partners
Missouri
$428K -$6.88K -45 -2%
CFP
556
Catalyst Financial Partners
Massachusetts
$427K – – –
CCG
557
Cypress Capital Group
Florida
$423K – – –
CS
558
Cannell & Spears
New York
$423K -$97.3K -636 -19%
QT
559
Quantbot Technologies
New York
$420K +$422K +2,757 New
TI
560
Truepoint Inc
Ohio
$417K -$48.2K -315 -10%
PWM
561
Paulson Wealth Management
Illinois
$413K – – –
SA
562
SpiderRock Advisors
Delaware
$413K – – –
NS
563
NBC Securities
Alabama
$413K -$9.18K -60 -2%
CP
564
Creekside Partners
California
$413K +$415K +2,711 New
SWM
565
Spire Wealth Management
Virginia
$412K -$89.9K -588 -18%
TFO
566
Tarbox Family Office
California
$411K -$397K -2,596 -49%
CWM
567
Cahaba Wealth Management
Georgia
$410K +$1.83K +12 +0.4%
BWM
568
Brown Wealth Management
Illinois
$407K +$52.5K +343 +15%
FFM
569
Forum Financial Management
Illinois
$406K +$765 +5 +0.2%
CS
570
Capital Square
Tennessee
$402K – – –
RCAG
571
Rehmann Capital Advisory Group
Michigan
$400K +$3.98K +26 +1%
TWP
572
Total Wealth Planning
Ohio
$399K -$28.1K -184 -7%
PRWA
573
Platte River Wealth Advisors
Colorado
$393K – – –
TI
574
Trexquant Investment
Connecticut
$392K +$394K +2,575 New
PFP
575
Paragon Financial Partners
California
$390K +$154K +1,007 +65%
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