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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
701
Plante Moran Financial Advisors
Michigan
$301K +$121K +710 +63%
LNB
702
Ledyard National Bank
$300K +$98K +574 +46%
TSWM
703
Tyler-Stone Wealth Management
Ohio
$300K +$1.36K +8 +0.4%
PAM
704
Peak Asset Management
Colorado
$299K – – –
TBWA
705
Three Bridge Wealth Advisors
California
$299K – – –
RWA
706
Redmont Wealth Advisors
Illinois
$298K -$319K -1,870 -51%
ADL
707
Asset Dedication LLC
California
$297K +$11.6K +68 +4%
FNT
708
First Nebraska Trust
Nebraska
$297K +$5.97K +35 +2%
DIA
709
Dana Investment Advisors
Wisconsin
$297K – – –
KCM
710
Kennedy Capital Management
Missouri
$295K +$306K +1,794 New
RIS
711
Retirement Income Solutions
Michigan
$294K +$13.8K +81 +5%
BPC
712
Bearing Point Capital
Minnesota
$293K +$304K +1,783 New
MAA
713
Matrix Asset Advisors
New York
$290K – – –
AF
714
Advisornet Financial
Minnesota
$289K -$2.39K -14 -0.8%
MFT
715
Moisand Fitzgerald Tamayo
Florida
$288K – – –
BWA
716
Bordeaux Wealth Advisors
California
$287K – – –
EPM
717
Elm Partners Management
Pennsylvania
$282K +$26.5K +155 +10%
OL
718
Owen LaRue
Kentucky
$281K +$292K +1,713 New
MFGP
719
Marshall Financial Group (Pennsylvania)
Pennsylvania
$281K +$1.54K +9 +0.5%
IWA
720
Icon Wealth Advisors
Texas
$281K -$1.02K -6 -0.3%
NEWAS
721
N.E.W. Advisory Services
Wisconsin
$280K -$13.3K -78 -4%
CHJWM
722
Carlton Hofferkamp & Jenks Wealth Management
Texas
$278K -$29.7K -174 -10%
LSAG
723
Lake Street Advisors Group
New Hampshire
$277K – – –
HA
724
Huntleigh Advisors
Missouri
$277K +$288K +1,687 New
BF
725
Blankinship & Foster
California
$275K +$341 +2 +0.1%
27 28
29
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