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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
726
Armor Investment Advisors
North Carolina
$17K – – –
DWP
727
Destiny Wealth Partners
Florida
$17K +$14.9K +126 New
WFO
728
Wealthgate Family Office
Colorado
$17K +$15.6K +132 New
RG
729
Retirement Group
California
$15K -$557K -4,721 -98%
HWM
730
HighMark Wealth Management
Minnesota
$14K – – –
BWM
731
BerganKDV Wealth Management
Minnesota
$13K – – –
EW
732
Element Wealth
Mississippi
$13K – – –
MOACM
733
Mutual of America Capital Management
New York
$13K – – –
PFGIA
734
Patriot Financial Group Insurance Agency
Massachusetts
$13K – – –
RMC
735
Resources Management Corp
Connecticut
$13K – – –
HCM
736
Highlander Capital Management
New Jersey
$13K +$11.8K +100 New
CBT
737
Central Bank & Trust
Kentucky
$11K – – –
JCM
738
Jacobi Capital Management
Pennsylvania
$11K +$9.44K +80 New
AWG
739
Altus Wealth Group
Colorado
$11K +$9.68K +82 New
BFEC
740
Benjamin F. Edwards & Company
Missouri
$10K +$3.07K +26 +54%
RDFA
741
Ritter Daniher Financial Advisory
Ohio
$10K +$9.21K +78 New
BWA
742
Burt Wealth Advisors
Maryland
$9K – – –
LS
743
Leelyn Smith
Illinois
$9K – – –
WFA
744
West Financial Advisors
Iowa
$9K +$8.38K +71 New
TFS
745
TrustCore Financial Services
Tennessee
$7K – – –
COCM
746
Charter Oak Capital Management
New Hampshire
$7K +$5.9K +50 New
MLFP
747
MPS Loria Financial Planners
Illinois
$6K – – –
FWM
748
ForthRight Wealth Management
Georgia
$6K +$5.19K +44 New
GEA
749
Glen Eagle Advisors
New Jersey
$5.53K – – –
ARMC
750
American Research & Management Company
Massachusetts
$5K -$4.72K -40 -50%
28 29
30
31 32