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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
LWA
726
LWS Wealth Advisors
New Jersey
$209K +$213K +1,511 New
CS
727
Comerica Securities
Michigan
$209K +$212K +1,505 New
TH
728
TCTC Holdings
Texas
$209K – – –
MAP
729
Managed Asset Portfolios
Michigan
$208K +$212K +1,500 New
AC
730
Apella Capital
Connecticut
$208K +$212K +1,499 New
PIM
731
Penobscot Investment Management
Massachusetts
$207K +$211K +1,495 New
RWM
732
Raffa Wealth Management
District of Columbia
$207K +$2.82K +20 +1%
AIP
733
Ameritas Investment Partners
Nebraska
$207K -$13K -92 -6%
CWM
734
Circle Wealth Management
New Jersey
$207K +$211K +1,493 New
AIS
735
American Investment Services
Massachusetts
$206K +$210K +1,488 New
FCM
736
Family Capital Management
Michigan
$205K +$209K +1,478 New
GGS
737
Galvin Gaustad & Stein
Arizona
$203K +$207K +1,467 New
IA
738
IFG Advisory
Georgia
$202K +$206K +1,459 New
NG
739
Northstar Group
New York
$202K +$205K +1,455 New
RBC
740
Romano Brothers & Co
Illinois
$200K +$204K +1,443 New
KCM
741
Kanawha Capital Management
Virginia
$200K +$204K +1,445 New
LWANC
742
Laurel Wealth Advisors (North Carolina)
North Carolina
$197K +$141 +1 +0.1%
SAM
743
S.A. Mason
Michigan
$196K +$7.2K +51 +4%
TF
744
Tompkins Financial
New York
$194K -$43.1K -305 -18%
NIC
745
Northwest Investment Counselors
Oregon
$194K +$192K +1,362 +3,783%
CSPIA
746
Cary Street Partners Investment Advisory
Virginia
$193K -$30.9K -219 -14%
CAS
747
Coppell Advisory Solutions
Texas
$185K +$188K +1,334 New
CASC
748
Coppell Advisory Solutions Corp
Texas
$185K +$188K +1,334 New
JFG
749
JDM Financial Group
Texas
$180K +$184K +1,300 New
AFS
750
Annapolis Financial Services
Maryland
$179K – – –
28 29
30
31 32