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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
701
Sugarloaf Wealth Management
Georgia
$251K +$454 +3 +0.2%
BFA
702
Bragg Financial Advisors
North Carolina
$251K – – –
SIC
703
Sigma Investment Counselors
Michigan
$250K – – –
TH
704
TCTC Holdings
Texas
$250K +$10.4K +69 +5%
EIP
705
Ellis Investment Partners
Pennsylvania
$248K -$8.33K -55 -3%
EPM
706
Elm Partners Management
Pennsylvania
$248K +$236K +1,561 New
CWM
707
CCG Wealth Management
California
$248K +$6.36K +42 +3%
MG
708
Mather Group
Illinois
$247K – – –
ARA
709
Alexander Randolph Advisory
Virginia
$247K – – –
PFP
710
Paragon Financial Partners
California
$246K +$151 +1 +0.1%
D
711
Dentgroup
Louisiana
$246K -$40K -264 -15%
CAG
712
Crestwood Advisors Group
Massachusetts
$245K +$35.6K +235 +18%
EWM
713
EPG Wealth Management
Georgia
$244K +$1.21K +8 +0.5%
RWM
714
Raffa Wealth Management
District of Columbia
$244K +$909 +6 +0.4%
MPCL
715
My Personal CFO LLC
Washington
$243K – – –
LWANC
716
Laurel Wealth Advisors (North Carolina)
North Carolina
$241K +$14.5K +96 +7%
LC
717
Lindbrook Capital
California
$239K – – –
USB
718
Union Savings Bank
Connecticut
$238K – – –
CFGA
719
Cambridge Financial Group (Arizona)
Arizona
$238K – – –
DAS
720
Dynamic Advisor Solutions
Arizona
$237K +$226K +1,493 New
FFA
721
Farther Finance Advisors
California
$236K +$31.5K +208 +16%
CIA
722
Compass Ion Advisors
Pennsylvania
$235K – – –
MBT
723
Montecito Bank & Trust
California
$234K -$5.15K -34 -2%
VA
724
Valmark Advisers
Ohio
$232K +$222K +1,464 New
EB
725
Emprise Bank
Kansas
$232K +$221K +1,461 New
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