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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
601
Howe & Rusling
New York
$304K -$5.27K -39 -2%
WAL
602
W Advisors LLC
Tennessee
$300K – – –
BCI
603
Brinker Capital Investments
Pennsylvania
$300K +$28.7K +212 +4%
OPS
604
Orion Portfolio Solutions
Nebraska
$300K +$28.7K +212 +4%
PFC
605
Phocas Financial Corp
California
$299K -$219K -1,623 -43%
BOPW
606
Brandywine Oak Private Wealth
Pennsylvania
$299K -$349K -2,578 -55%
VCA
607
Verdence Capital Advisors
Maryland
$298K +$541 +4 +0.2%
KWS
608
Keystone Wealth Services
California
$294K – – –
PAM
609
Palisade Asset Management
Minnesota
$293K – – –
BIC
610
Beach Investment Counsel
Pennsylvania
$293K – – –
CWM
611
ClientFirst Wealth Management
Arkansas
$292K – – –
BF
612
Blankinship & Foster
California
$292K +$135 +1 +0%
AIFAIM
613
American Institute for Advanced Investment Management
Arizona
$289K -$98K -725 -26%
FFA
614
First Foundation Advisors
California
$289K +$69.8K +516 +34%
MG
615
Mather Group
Illinois
$288K +$58K +429 +27%
AIM
616
Allen Investment Management
New York
$287K – – –
CHJWM
617
Carlton Hofferkamp & Jenks Wealth Management
Texas
$286K -$406 -3 -0.2%
PCM
618
Pointe Capital Management
Michigan
$283K +$7.98K +59 +3%
RLIM
619
Red Lighthouse Investment Management
New York
$283K – – –
RCM
620
Regency Capital Management
Hawaii
$282K +$270K +2,000 New
SWA
621
Stratos Wealth Advisors
Ohio
$279K +$268K +1,981 New
EW
622
Evoke Wealth
California
$275K +$7.84K +58 +3%
GJIA
623
Glass Jacobson Investment Advisors
Maryland
$274K +$263K +1,946 New
FG
624
Foster Group
Iowa
$271K -$102K -755 -28%
CSWM
625
Cassady Schiller Wealth Management
Ohio
$271K +$2.3K +17 +0.7%
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