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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
701
TCTC Holdings
Texas
$263K – – –
1IA
702
1834 Investment Advisors
Wisconsin
$261K +$37.4K +230 +17%
DFA
703
DHK Financial Advisors
New Hampshire
$261K +$254K +1,566 New
EPM
704
Elm Partners Management
Pennsylvania
$260K – – –
ARA
705
Alexander Randolph Advisory
Virginia
$259K – – –
EIP
706
Ellis Investment Partners
Pennsylvania
$259K +$1.14K +7 +0.5%
LWANC
707
Laurel Wealth Advisors (North Carolina)
North Carolina
$259K +$6.01K +37 +2%
RWM
708
Raffa Wealth Management
District of Columbia
$258K +$1.3K +8 +0.5%
GT
709
Greenleaf Trust
Michigan
$258K +$251K +1,547 New
FCMA
710
Foresight Capital Management Advisors
Michigan
$255K – – –
SIA
711
Soltis Investment Advisors
Utah
$253K +$247K +1,519 New
HIP
712
HUB Investment Partners
Texas
$253K -$9.26K -57 -4%
USB
713
Union Savings Bank
Connecticut
$250K – – –
EAM
714
Eschler Asset Management
United Kingdom
$250K +$244K +1,500 New
PA
715
PFG Advisors
Arizona
$250K +$17.1K +105 +8%
OC
716
Oakworth Capital
Alabama
$250K +$189K +1,166 +353%
RFM
717
Royal Fund Management
Florida
$249K +$242K +1,491 New
VA
718
Valmark Advisers
Ohio
$248K +$1.95K +12 +0.8%
CIA
719
Compass Ion Advisors
Pennsylvania
$247K – – –
CWM
720
CCG Wealth Management
California
$247K -$11.5K -71 -5%
CPIA
721
Cornell Pochily Investment Advisors
New York
$246K – – –
SFP
722
Shepherd Financial Partners
Massachusetts
$244K – – –
CFP
723
Cascade Financial Partners
California
$243K -$650 -4 -0.3%
NG
724
Northstar Group
New York
$243K – – –
MFG
725
Merit Financial Group
Georgia
$241K -$75.5K -465 -24%
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29
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