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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
726
Versant Capital Management
Arizona
$117K +$10.4K +70 +9%
JFGIW
727
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$114K -$870K -5,850 -88%
BSWA
728
Bromfield Sneider Wealth Advisors
Massachusetts
$110K – – –
BCM
729
Bourgeon Capital Management
Connecticut
$103K – – –
CMP
730
Coston McIsaac & Partners
Maine
$103K +$112K +755 New
RIM
731
Rockbridge Investment Management
New York
$99.8K -$1.19M -7,975 -92%
AWM
732
Atticus Wealth Management
Florida
$99K +$446 +3 +0.4%
SMA
733
Sage Mountain Advisors
Georgia
$97K – – –
SC
734
SouthState Corp
Florida
$96K – – –
BFPW
735
BOK Financial Private Wealth
Colorado
$94K +$103K +690 New
RBC
736
Roble Belko & Company
Pennsylvania
$93K – – –
OC
737
Oakworth Capital
Alabama
$91K -$4.91K -33 -5%
AW
738
ACG Wealth
Georgia
$87K +$95.2K +640 New
SWM
739
Sugarloaf Wealth Management
Georgia
$86K -$7.59K -51 -7%
JEST
740
JTC Employer Solutions Trustee
Jersey
$83K – – –
TFGT
741
TS Financial Group (TSFG)
Illinois
$83K +$5.95K +40 +7%
CBT
742
CoreFirst Bank & Trust
Kansas
$82K – – –
BW
743
Bison Wealth
Georgia
$81K -$17K -114 -16%
TCWM
744
Total Clarity Wealth Management
Illinois
$81K +$88.5K +595 New
NIG
745
NFJ Investment Group
Texas
$80K +$87.6K +589 New
CSB
746
City State Bank
Iowa
$75K – – –
TIM
747
Tortoise Investment Management
New York
$75K – – –
TWP
748
TFO Wealth Partners
Ohio
$75K +$149 +1 +0.2%
SWM
749
SeaCrest Wealth Management
New York
$72K +$79.2K +532 New
CB
750
CNB Bank
Pennsylvania
$68K -$3.27K -22 -4%
28 29
30
31 32