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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
HGWM
701
Harvest Group Wealth Management
Massachusetts
$17K +$124 +1 +0.8%
BIP
702
Brandes Investment Partners
California
$17K +$16K +129 New
LPWM
703
Lake Point Wealth Management
Texas
$15K +$14.2K +115 New
WWM
704
Willingdon Wealth Management
North Carolina
$13K -$3.71K -30 -23%
BWM
705
BerganKDV Wealth Management
Minnesota
$13K – – –
EI
706
Ellevest Inc
New York
$13K – – –
RMC
707
Resources Management Corp
Connecticut
$13K – – –
MPCG
708
Matrix Private Capital Group
New York
$13K +$12.4K +100 New
VCP
709
Verus Capital Partners
Arizona
$13K +$12.4K +100 New
HWM
710
HighMark Wealth Management
Minnesota
$13K +$13K +105 New
CBT
711
Central Bank & Trust
Kentucky
$11K – – –
HCM
712
Highlander Capital Management
New Jersey
$11K – – –
TI
713
tru Independence
Oregon
$11K +$16.3K +132 New
SFA
714
Stewardship Financial Advisors
Georgia
$10K -$12.4K -100 -57%
1NWS
715
1 North Wealth Services
Maryland
$10K – – –
ARMC
716
American Research & Management Company
Massachusetts
$10K – – –
SFPG
717
Stonebridge Financial Planning Group
Florida
$10K +$9.89K +80 New
BWA
718
Burt Wealth Advisors
Maryland
$9K – – –
LWA
719
Lenox Wealth Advisors
New York
$9K +$3.59K +29 +76%
LS
720
Leelyn Smith
Illinois
$9K +$8.66K +70 New
SIC
721
Samalin Investment Counsel
New York
$9K +$8.66K +70 New
WQ
722
Wealth Quarterback
New Jersey
$8.77K +$8.41K +68 New
BCI
723
Brinker Capital Investments
Pennsylvania
$8K – – –
HI
724
Hudock Inc
Pennsylvania
$8K +$7.79K +63 New
CAGAS
725
Capital Advisory Group Advisory Services
Minnesota
$7K – – –
27 28
29
30 31