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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
651
Cynosure Group
Utah
$305K – – –
PAM
652
Peak Asset Management
Colorado
$304K – – –
MG
653
Mather Group
Illinois
$304K -$45.6K -281 -13%
TBWA
654
Three Bridge Wealth Advisors
California
$304K – – –
TSWM
655
Tyler-Stone Wealth Management
Ohio
$303K +$149K +917 +102%
DIA
656
Dana Investment Advisors
Wisconsin
$302K +$294K +1,808 New
BFG
657
Bleakley Financial Group
New Jersey
$301K -$13.3K -82 -4%
NF
658
Nvest Financial
New Hampshire
$301K +$24.5K +151 +9%
CHJWM
659
Carlton Hofferkamp & Jenks Wealth Management
Texas
$300K -$487 -3 -0.2%
PAM
660
Palisade Asset Management
Minnesota
$298K – – –
SWP
661
Summit Wealth Partners
Florida
$297K +$290K +1,783 New
NEWAS
662
N.E.W. Advisory Services
Wisconsin
$297K -$69K -425 -19%
AF
663
Advisornet Financial
Minnesota
$296K +$22.7K +140 +9%
FNT
664
First Nebraska Trust
Nebraska
$296K – – –
MAA
665
Matrix Asset Advisors
New York
$294K +$287K +1,765 New
MFT
666
Moisand Fitzgerald Tamayo
Florida
$293K – – –
BWA
667
Bordeaux Wealth Advisors
California
$292K – – –
TCOV
668
Trust Company of Vermont
Vermont
$291K – – –
ACM
669
Advance Capital Management
Michigan
$291K – – –
CAM
670
CenterStar Asset Management
Illinois
$291K +$283K +1,744 New
ADL
671
Asset Dedication LLC
California
$291K -$61.4K -378 -18%
MFS
672
McNamara Financial Services
Massachusetts
$287K -$26.8K -165 -9%
IWA
673
Icon Wealth Advisors
Texas
$286K +$162 +1 +0.1%
RIS
674
Retirement Income Solutions
Michigan
$285K – – –
CAG
675
Crestwood Advisors Group
Massachusetts
$284K +$26.2K +161 +10%
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