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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
676
Montecito Bank & Trust
California
$252K – – –
SG
677
StoneX Group
New York
$251K +$8.47K +60 +3%
GKIM
678
GW&K Investment Management
Massachusetts
$251K +$8.33K +59 +3%
FCH
679
Freestone Capital Holdings
Washington
$251K -$88.7K -628 -26%
TBWA
680
Three Bridge Wealth Advisors
California
$251K – – –
DWM
681
Dakota Wealth Management
Florida
$250K -$9.04K -64 -3%
LIA
682
LS Investment Advisors
Michigan
$249K -$424K -3,000 -63%
ACM
683
Advance Capital Management
Michigan
$247K – – –
SC
684
Steph & Co
Wisconsin
$247K +$2.68K +19 +1%
FNT
685
First Nebraska Trust
Nebraska
$246K – – –
DG
686
DMC Group
Alabama
$246K – – –
EIP
687
Ellis Investment Partners
Pennsylvania
$245K +$1.69K +12 +0.7%
LFG
688
Larson Financial Group
Missouri
$244K -$10K -71 -4%
PFP
689
Paragon Financial Partners
California
$242K -$28K -198 -10%
BBNA
690
Bremer Bank National Association
Minnesota
$240K – – –
FFG
691
Frisch Financial Group
New York
$240K +$988 +7 +0.4%
PCA
692
Personal Capital Advisors
California
$239K +$17.5K +124 +8%
BAAM
693
Baker Avenue Asset Management
California
$237K -$73.7K -522 -23%
OLVIG
694
Oliver Lagore Vanvalin Investment Group
Michigan
$236K +$239K +1,692 +16,920%
FB
695
Fulton Bank
Pennsylvania
$234K -$113K -800 -32%
FANJ
696
Financial Architects (New Jersey)
New Jersey
$234K – – –
RSWM
697
Robertson Stephens Wealth Management
California
$233K +$237K +1,678 New
TCOV
698
Trust Company of Vermont
Vermont
$231K -$3.25K -23 -1%
CCG
699
Chatham Capital Group
Georgia
$230K – – –
MWM
700
Madison Wealth Management
Ohio
$230K – – –
26 27
28
29 30