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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
651
Advisornet Financial
Minnesota
$313K +$114K +687 +57%
IWP
652
Icon Wealth Partners
Texas
$310K -$148K -890 -32%
SC
653
Steph & Co
Wisconsin
$309K +$2.67K +16 +0.9%
BWM
654
Baystate Wealth Management
Massachusetts
$309K +$4K +24 +1%
PCA
655
Personal Capital Advisors
California
$309K +$332K +1,990 New
CF
656
Centaurus Financial
California
$307K +$59.3K +356 +24%
GGS
657
Galvin Gaustad & Stein
Arizona
$306K -$14.2K -85 -4%
MFT
658
Moisand Fitzgerald Tamayo
Florida
$306K – – –
MBT
659
Montecito Bank & Trust
California
$305K – – –
AWA
660
Arkadios Wealth Advisors
Georgia
$303K +$11.8K +71 +4%
PAM
661
Peak Asset Management
Colorado
$300K – – –
BA
662
Bluesphere Advisors
Pennsylvania
$300K +$500 +3 +0.2%
ACM
663
Advance Capital Management
Michigan
$296K +$297K +1,784 New
CFGS
664
Concourse Financial Group Securities
Alabama
$295K +$5K +30 +2%
FFG
665
Frisch Financial Group
New York
$295K +$13.5K +81 +5%
FNT
666
First Nebraska Trust
Nebraska
$295K – – –
MFGP
667
Marshall Financial Group (Pennsylvania)
Pennsylvania
$294K – – –
PWM
668
PRW Wealth Management
Massachusetts
$292K -$100K -600 -25%
WFA
669
Wipfli Financial Advisors
Wisconsin
$290K -$64.8K -389 -18%
EWM
670
EPG Wealth Management
Georgia
$289K +$75.3K +452 +35%
OIA
671
OneDigital Investment Advisors
Kansas
$287K +$12K +72 +4%
SG
672
StoneX Group
New York
$286K +$4K +24 +1%
AC
673
Annandale Capital
Texas
$285K +$286K +1,714 New
PIA
674
Pinion Investment Advisors
Kansas
$284K +$21.3K +128 +8%
PA
675
Parkside Advisors
California
$283K -$16.7K -100 -6%
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