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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
626
Truepoint Inc
Ohio
$407K -$44K -258 -9%
BWM
627
Brown Wealth Management
Illinois
$406K -$31.7K -186 -7%
LSPW
628
Lake Street Private Wealth
Illinois
$405K -$246K -1,439 -37%
GL
629
Graypoint LLC
New York
$403K – – –
CCM
630
Coldstream Capital Management
Washington
$400K +$79.9K +468 +24%
CWM
631
ClientFirst Wealth Management
Arkansas
$399K +$415K +2,431 New
AGC
632
Aspen Grove Capital
Colorado
$397K -$41K -240 -9%
BFG
633
Bleakley Financial Group
New Jersey
$394K +$101K +592 +33%
LWP
634
LMG Wealth Partners
Louisiana
$393K – – –
SMC
635
Smith, Moore & Co
Missouri
$392K -$853 -5 -0.2%
KP
636
Keel Point
Alabama
$392K +$408K +2,389 New
LFA
637
LGT Financial Advisors
Texas
$390K +$2.22K +13 +0.5%
BBI
638
Baxter Bros Inc
Connecticut
$390K – – –
CSP
639
Cary Street Partners
Virginia
$389K +$405K +2,371 New
CS
640
Capital Square
Tennessee
$388K -$22.9K -134 -5%
NL
641
NDWM LLC
California
$388K -$89.9K -527 -18%
EWA
642
Emergent Wealth Advisors
New York
$387K +$2.05K +12 +0.5%
CIR
643
Clear Investment Research
Georgia
$384K +$341 +2 +0.1%
CAG
644
Csenge Advisory Group
Florida
$383K +$398K +2,330 New
MWS
645
Maxwell Wealth Strategies
California
$381K – – –
VAS
646
Vestmark Advisory Solutions
Massachusetts
$378K +$393K +2,305 New
WP
647
WealthPLAN Partners
Nebraska
$376K -$5.12K -30 -1%
PP
648
Patten & Patten
Tennessee
$374K +$171 +1 +0%
CWA
649
CJM Wealth Advisers
Virginia
$373K +$341 +2 +0.1%
TWP
650
Total Wealth Planning
Ohio
$372K – – –
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