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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
726
Montecito Bank & Trust
California
$234K – – –
FG
727
Foster Group
Iowa
$234K – – –
USB
728
Union Savings Bank
Connecticut
$233K -$3.19K -23 -2%
CFGA
729
Cambridge Financial Group (Arizona)
Arizona
$233K +$208K +1,500 New
CWM
730
Circle Wealth Management
New Jersey
$232K -$360K -2,600 -64%
TPI
731
Trust Point Inc
Wisconsin
$231K +$206K +1,484 New
MFIM
732
Mesirow Financial Investment Management
Illinois
$230K +$206K +1,484 New
FCM
733
Family Capital Management
Michigan
$230K – – –
CIA
734
Compass Ion Advisors
Pennsylvania
$230K +$139 +1 +0.1%
NG
735
Northstar Group
New York
$226K +$202K +1,455 New
SC
736
Sapient Capital
Indiana
$225K +$201K +1,449 New
EWM
737
EPG Wealth Management
Georgia
$225K +$8.45K +61 +4%
KWS
738
Keystone Wealth Services
California
$224K -$160K -1,155 -44%
LOPW
739
Live Oak Private Wealth
North Carolina
$223K +$199K +1,438 New
WTFG
740
Wells Trecaso Financial Group
Ohio
$223K +$199K +1,434 New
LWANC
741
Laurel Wealth Advisors (North Carolina)
North Carolina
$220K – – –
SC
742
Scotia Capital
Ontario, Canada
$219K +$196K +1,412 New
B
743
Bensler
Washington
$219K +$196K +1,412 New
AC
744
Annandale Capital
Texas
$219K +$195K +1,408 New
RBC
745
Romano Brothers & Co
Illinois
$218K +$194K +1,403 New
SSWM
746
Smith Salley Wealth Management
North Carolina
$217K +$194K +1,399 New
SHGA
747
Sand Hill Global Advisors
California
$215K -$13.3K -96 -6%
CTWM
748
Cherry Tree Wealth Management
Minnesota
$214K – – –
BAM
749
Belpointe Asset Management
Nevada
$212K -$98.8K -713 -34%
WW
750
Westshore Wealth
California
$212K +$189K +1,365 New
28 29
30
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