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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
726
Elwood & Goetz Wealth Advisory Group
Georgia
$333K – – –
RIS
727
Retirement Income Solutions
Michigan
$333K – – –
AA
728
Aufman Associates
Pennsylvania
$332K – – –
CIA
729
Cladis Investment Advisory
Montana
$332K – – –
PFM
730
Phillips Financial Management
Indiana
$331K -$78.5K -375 -20%
OC
731
Oakworth Capital
Alabama
$331K – – –
ADL
732
Asset Dedication LLC
California
$330K -$152K -724 -33%
APFP
733
Action Point Financial Planning
Michigan
$328K +$311K +1,486 New
SFWA
734
Summit Financial Wealth Advisors
Louisiana
$328K – – –
FFP
735
FourThought Financial Partners
Florida
$328K +$9.63K +46 +3%
E3F
736
Eight 31 Financial
Texas
$328K -$38.5K -184 -11%
RBC
737
Romano Brothers & Co
Illinois
$327K – – –
KCM
738
Kanawha Capital Management
Virginia
$322K -$11.5K -55 -4%
NG
739
Northstar Group
New York
$322K – – –
EPW
740
Endeavor Private Wealth
Kansas
$321K -$224K -1,072 -43%
MFP
741
Meridian Financial Partners
Virginia
$320K -$5.23K -25 -2%
AFP
742
Arnold Financial Planning
Iowa
$319K +$302K +1,444 New
USB
743
Union Savings Bank
Connecticut
$319K – – –
LOPW
744
Live Oak Private Wealth
North Carolina
$318K – – –
BFS
745
Bradley Foster & Sargent
Connecticut
$318K -$1.68K -8 -0.6%
LWM
746
Lionshead Wealth Management
New York
$317K – – –
CC
747
Clearwave Capital
California
$316K +$837 +4 +0.3%
CWM
748
ClientFirst Wealth Management
Arkansas
$316K – – –
VAG
749
VisionPoint Advisory Group
Texas
$315K +$298K +1,423 New
DM
750
Diversified Management
Wisconsin
$312K +$209 +1 +0.1%
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30
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