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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
551
Tarbox Family Office
California
$434K +$7.89K +53 +2%
DC
552
Davenport & Co
Virginia
$434K +$174K +1,167 +74%
CP
553
Creekside Partners
California
$431K +$745 +5 +0.2%
BOPW
554
Brandywine Oak Private Wealth
Pennsylvania
$429K +$405K +2,721 New
LCGC
555
Legacy Capital Group California
California
$429K +$26.1K +175 +7%
PWM
556
Paulson Wealth Management
Illinois
$428K – – –
LFS
557
Lutz Financial Services
Nebraska
$424K +$447 +3 +0.1%
KWM
558
Keebeck Wealth Management
Illinois
$421K -$3.72K -25 -0.9%
DFA
559
DHK Financial Advisors
New Hampshire
$419K -$233K -1,566 -37%
C
560
Croban
Ohio
$412K +$6.25K +42 +2%
AP
561
Appleton Partners
Massachusetts
$409K -$26.1K -175 -6%
FWTB
562
First Western Trust Bank
Colorado
$407K – – –
TPCW
563
TD Private Client Wealth
New York
$404K -$735K -4,939 -66%
PA
564
Procyon Advisors
Connecticut
$400K -$89.9K -604 -19%
HT
565
Headlands Technologies
Illinois
$398K +$326K +2,189 +655%
PS
566
Principal Securities
Iowa
$398K -$31K -208 -8%
SFPG
567
Stonebridge Financial Planning Group
Florida
$397K -$15K -101 -4%
LSWP
568
Liberty Square Wealth Partners
Pennsylvania
$395K – – –
LSA
569
Lion Street Advisors
Texas
$395K – – –
BCM
570
BTC Capital Management
Iowa
$394K – – –
MFA
571
Mayflower Financial Advisors
Massachusetts
$392K – – –
DCM
572
Dimension Capital Management
Florida
$391K -$231K -1,554 -39%
TPI
573
Trust Point Inc
Wisconsin
$390K -$20.7K -139 -5%
PCMC
574
Paragon Capital Management (Colorado)
Colorado
$389K -$26.1K -175 -7%
CSP
575
Cary Street Partners
Virginia
$388K +$3.87K +26 +1%
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