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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
S
701
SignatureFD
Georgia
$117K -$8.82K -61 -6%
EK
702
Evensky & Katz
Florida
$111K – – –
MPCG
703
Matrix Private Capital Group
New York
$111K – – –
WFA
704
WestHill Financial Advisors
California
$111K – – –
VCM
705
Versant Capital Management
Arizona
$110K – – –
TIM
706
Tortoise Investment Management
New York
$110K +$44.4K +307 +56%
BCV
707
Banque Cantonale Vaudoise
Switzerland
$107K -$47.4K -328 -28%
BTI
708
Blue Trust Inc
Georgia
$107K +$67.8K +469 +148%
BSWA
709
Bromfield Sneider Wealth Advisors
Massachusetts
$105K – – –
BCM
710
Bourgeon Capital Management
Connecticut
$98K – – –
CMP
711
Coston McIsaac & Partners
Maine
$97K – – –
HGERS
712
Householder Group Estate & Retirement Specialist
Arizona
$95K -$120K -831 -53%
SMA
713
Sage Mountain Advisors
Georgia
$91K – – –
SC
714
SouthState Corp
Florida
$90K – – –
MA
715
Montag & Associates
Georgia
$90K +$99.9K +691 +6,910%
BFPW
716
BOK Financial Private Wealth
Colorado
$89K – – –
RBC
717
Roble Belko & Company
Pennsylvania
$88K – – –
OC
718
Oakworth Capital
Alabama
$87K – – –
TSWM
719
Tyler-Stone Wealth Management
Ohio
$83K -$84.4K -584 -48%
SWM
720
Sugarloaf Wealth Management
Georgia
$82K – – –
CCM
721
Covington Capital Management
California
$81K +$50.2K +347 +122%
JEST
722
JTC Employer Solutions Trustee
Jersey
$79K – – –
TFGT
723
TS Financial Group (TSFG)
Illinois
$79K – – –
CBT
724
CoreFirst Bank & Trust
Kansas
$77K – – –
TWP
725
TFO Wealth Partners
Ohio
$71K – – –
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