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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
576
Cannon Financial Strategists
Georgia
$312K -$51.2K -339 -15%
NB
577
NBT Bank
New York
$311K +$65K +430 +28%
BA
578
Bluesphere Advisors
Pennsylvania
$310K +$294K +1,943 New
MBT
579
Montecito Bank & Trust
California
$306K – – –
SG
580
StoneX Group
New York
$306K – – –
EIP
581
Ellis Investment Partners
Pennsylvania
$306K +$31K +205 +12%
PA
582
Parkside Advisors
California
$302K -$67.1K -444 -19%
MFT
583
Moisand Fitzgerald Tamayo
Florida
$300K -$11.6K -77 -4%
DT
584
Diversified Trust
Tennessee
$299K – – –
SC
585
Steph & Co
Wisconsin
$298K -$23.4K -155 -8%
TI
586
Truepoint Inc
Ohio
$298K – – –
PAM
587
Peak Asset Management
Colorado
$297K -$3.78K -25 -1%
SF
588
Summit Financial
New Jersey
$297K +$151 +1 +0.1%
SWP
589
Summit Wealth Partners
Florida
$297K +$16.6K +110 +6%
9WM
590
9258 Wealth Management
Ohio
$295K – – –
ADL
591
Asset Dedication LLC
California
$295K – – –
JSAM
592
J. Safra Asset Management
New York
$295K +$138K +913 +98%
LFG
593
Larson Financial Group
Missouri
$292K -$4.53K -30 -2%
CTA
594
Chesley Taft & Associates
Illinois
$286K -$22.5K -149 -8%
WFA
595
Wellspring Financial Advisors
Ohio
$286K +$527K +3,487 New
KFI
596
Key Financial Inc
Pennsylvania
$285K – – –
FNT
597
First Nebraska Trust
Nebraska
$283K – – –
MFGP
598
Marshall Financial Group (Pennsylvania)
Pennsylvania
$282K – – –
AFA
599
Atlanta Financial Associates
Georgia
$281K – – –
AW
600
ACG Wealth
Georgia
$280K -$52.9K -350 -17%
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