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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
576
Total Wealth Planning
Ohio
$397K -$3.25K -23 -0.8%
IAG
577
Investment Advisory Group
Massachusetts
$397K -$12.6K -89 -3%
SMC
578
Smith, Moore & Co
Missouri
$397K +$8.19K +58 +2%
CFG
579
Citizens Financial Group
Rhode Island
$394K -$847 -6 -0.2%
MFA
580
Mayflower Financial Advisors
Massachusetts
$391K +$398K +2,821 New
TC
581
TownSquare Capital
Utah
$391K +$398K +2,820 New
DCM
582
Dupont Capital Management
Delaware
$387K -$142K -1,004 -26%
IWM
583
IHT Wealth Management
Illinois
$387K +$394K +2,791 New
PP
584
Patten & Patten
Tennessee
$386K +$2.12K +15 +0.5%
EBA
585
Eagle Bay Advisors
New York
$385K -$55.6K -394 -12%
APW
586
Austin Private Wealth
Texas
$384K – – –
FFP
587
FourThought Financial Partners
Florida
$382K +$389K +2,754 New
CFO
588
Callan Family Office
Pennsylvania
$382K +$389K +2,752 New
CD
589
Chapin Davis
Maryland
$381K +$388K +2,745 New
CGPCS
590
Capital Group Private Client Services
California
$380K +$5.22K +37 +1%
AFP
591
Alpha Financial Partners
Kentucky
$373K +$380K +2,692 New
STA
592
Summit Trail Advisors
New York
$370K -$327K -2,319 -47%
EPA
593
Element Pointe Advisors
Florida
$369K – – –
HCM
594
Hollencrest Capital Management
California
$369K – – –
CWM
595
Cahaba Wealth Management
Georgia
$364K +$2.54K +18 +0.7%
BRWA
596
B. Riley Wealth Advisors
Florida
$364K +$706 +5 +0.2%
PTC
597
Private Trust Company
Ohio
$362K -$3.53K -25 -0.9%
AI
598
Accredited Investors
Minnesota
$362K -$146K -1,032 -28%
PRWA
599
Platte River Wealth Advisors
Colorado
$358K – – –
AAP
600
Arax Advisory Partners
Colorado
$357K -$67.5K -478 -16%
22 23
24
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