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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
551
Ancora Advisors
Ohio
$530K – – –
CNBT
552
Canandaigua National Bank & Trust
New York
$525K +$719 +4 +0.1%
SGCA
553
Steel Grove Capital Advisors
Tennessee
$523K – – –
IA
554
Integrity Alliance
Iowa
$520K +$224K +1,247 +77%
SWGC
555
Summit Wealth Group (Colorado)
Colorado
$519K +$514K +2,862 New
SCA
556
St. Clair Advisors
Ohio
$518K – – –
VCP
557
Verus Capital Partners
Arizona
$513K -$76.5K -426 -13%
MWM
558
Maltin Wealth Management
New Jersey
$511K +$2.33K +13 +0.5%
EWM
559
Evermay Wealth Management
Virginia
$511K – – –
CFP
560
Catalyst Financial Partners
Massachusetts
$508K – – –
SI
561
Shaker Investments
Ohio
$507K +$503K +2,800 New
BI
562
Berkeley Inc
Idaho
$504K +$180 +1 +0%
PA
563
Procyon Advisors
Connecticut
$504K +$44.4K +247 +10%
LCGC
564
Legacy Capital Group California
California
$502K +$14K +78 +3%
WA
565
Wasatch Advisors
Utah
$501K +$497K +2,765 New
NAAA
566
New Age Alpha Advisors
New York
$500K +$148K +825 +43%
CB
567
Cadence Bank
Mississippi
$498K -$2.33K -13 -0.5%
CP
568
Creekside Partners
California
$497K +$1.08K +6 +0.2%
BOPW
569
Brandywine Oak Private Wealth
Pennsylvania
$493K – – –
PWM
570
Paulson Wealth Management
Illinois
$489K -$2.52K -14 -0.5%
WA
571
Wealth Alliance
New York
$487K +$482K +2,686 New
QCM
572
QRG Capital Management
Illinois
$484K +$85.9K +478 +22%
SFPG
573
Stonebridge Financial Planning Group
Florida
$482K +$26.8K +149 +6%
AP
574
Appleton Partners
Massachusetts
$481K -$51.7K -288 -10%
AFG
575
Atomi Financial Group
New York
$471K -$248K -1,383 -35%
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