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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
701
Oakworth Capital
Alabama
$236K -$1.94K -13 -0.9%
CIA
702
Compass Ion Advisors
Pennsylvania
$236K – – –
1IA
703
1834 Investment Advisors
Wisconsin
$236K – – –
JIC
704
Joel Isaacson & Co
New York
$236K – – –
LFG
705
Larson Financial Group
Missouri
$236K -$11.3K -76 -5%
IBOK
706
Independence Bank of Kentucky
Kentucky
$234K -$8.94K -60 -4%
SFWA
707
Summit Financial Wealth Advisors
Louisiana
$234K +$221K +1,484 New
SFP
708
Shepherd Financial Partners
Massachusetts
$231K – – –
NG
709
Northstar Group
New York
$230K – – –
HPC
710
HM Payson & Co
Maine
$228K +$22.2K +149 +11%
WS
711
Wedbush Securities
California
$228K +$447 +3 +0.2%
LOPW
712
Live Oak Private Wealth
North Carolina
$227K – – –
HPM
713
Hoxton Planning & Management
West Virginia
$226K -$445K -2,986 -68%
GAM
714
Gotham Asset Management
New York
$226K – – –
GS
715
GWN Securities
Florida
$226K -$198K -1,330 -48%
MFGP
716
Marshall Financial Group (Pennsylvania)
Pennsylvania
$225K -$43.2K -290 -17%
KWS
717
Keystone Wealth Services
California
$224K -$3.57K -24 -2%
RBC
718
Romano Brothers & Co
Illinois
$224K – – –
CCG
719
Chatham Capital Group
Georgia
$222K – – –
AC
720
Annandale Capital
Texas
$222K – – –
HA
721
Huntleigh Advisors
Missouri
$222K -$41.7K -280 -17%
VIA
722
Victrix Investment Advisors
Florida
$221K +$209K +1,404 New
SSWM
723
Smith Salley Wealth Management
North Carolina
$221K – – –
M
724
MATAURO
New York
$221K -$5.06K -34 -2%
IFG
725
Independent Financial Group
California
$219K -$144K -966 -41%
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