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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
551
Colonial Trust
South Carolina
$522K -$5.29K -31 -1%
WGC
552
Watts Gwilliam & Co
Arizona
$522K +$683 +4 +0.1%
AC
553
Apella Capital
Connecticut
$518K +$2.05K +12 +0.4%
DJSG
554
D.J. St. Germain
Massachusetts
$518K -$171 -1 -0%
PPWP
555
Premier Path Wealth Partners
New Jersey
$517K – – –
FFM
556
Forum Financial Management
Illinois
$510K +$73.6K +431 +16%
NP
557
NorthRock Partners
Minnesota
$507K +$17.6K +103 +3%
PIMG
558
Patriot Investment Management Group
Tennessee
$506K – – –
CCG
559
Coastwise Capital Group
California
$503K +$2.73K +16 +0.5%
BGIM
560
Brandywine Global Investment Management
Pennsylvania
$502K +$522K +3,060 New
MWA
561
Monograph Wealth Advisors
California
$502K – – –
CWM
562
Cahaba Wealth Management
Georgia
$501K +$2.73K +16 +0.5%
AA
563
Ancora Advisors
Ohio
$498K – – –
KFI
564
Key Financial Inc
Pennsylvania
$496K -$171 -1 -0%
CCT
565
Chemung Canal Trust
New York
$494K +$19.3K +113 +4%
ES
566
Eagle Strategies
New York
$494K +$21.2K +124 +4%
SWM
567
Stark Wealth Management
Pennsylvania
$493K +$512K +3,002 New
SFG
568
Sage Financial Group
Pennsylvania
$493K -$11.6K -68 -2%
KMWM
569
Keudell/Morrison Wealth Management
Oregon
$493K – – –
RWM
570
Riverbend Wealth Management
South Carolina
$493K +$512K +3,000 New
BI
571
Berkeley Inc
Idaho
$492K -$536K -3,138 -51%
CAG
572
Curtis Advisory Group
California
$492K +$25.9K +152 +5%
DFG
573
Delta Financial Group
New Jersey
$492K +$512K +2,998 New
CWM
574
Castle Wealth Management
Florida
$490K +$171 +1 +0%
KWM
575
Keebeck Wealth Management
Illinois
$487K -$93.9K -550 -16%
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