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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
726
Members Wealth
Pennsylvania
$239K +$227K +1,345 New
HCM
727
Hollencrest Capital Management
California
$236K – – –
AIM
728
Athena Investment Management
California
$234K – – –
BFS
729
Bradley Foster & Sargent
Connecticut
$233K +$223K +1,320 New
KWS
730
Keystone Wealth Services
California
$233K -$16.9K -100 -7%
IFG
731
Independent Financial Group
California
$232K -$13.2K -78 -6%
SI
732
Saxon Interests
Texas
$232K – – –
PS
733
Planned Solutions
California
$230K +$220K +1,302 New
CIA
734
Cladis Investment Advisory
Montana
$230K – – –
CCG
735
Cypress Capital Group
Florida
$229K – – –
CIA
736
Capital Investment Advisors
Georgia
$229K +$219K +1,295 New
IAG
737
Investment Advisory Group
Massachusetts
$229K -$1.35K -8 -0.6%
WHCFA
738
William Howard & Co Financial Advisors
Tennessee
$228K – – –
REMPR
739
Roof Eidam Maycock Peralta (REMP)
California
$227K – – –
SAM
740
S.A. Mason
Michigan
$223K – – –
MFP
741
Meridian Financial Partners
Virginia
$223K +$210K +1,246 New
PIFP
742
Partners in Financial Planning
Virginia
$223K -$1.86K -11 -0.9%
NB
743
NBT Bank
New York
$222K -$16K -95 -7%
CFS
744
Cannon Financial Strategists
Georgia
$220K +$210K +1,242 New
KFP
745
KMG Fiduciary Partners
Ohio
$219K +$209K +1,237 New
AIM
746
Anchor Investment Management
South Carolina
$218K +$338 +2 +0.2%
PAS
747
Professional Advisory Services
Florida
$218K +$208K +1,232 New
WPC
748
Wedmont Private Capital
Pennsylvania
$217K +$206K +1,219 New
DWM
749
Dakota Wealth Management
Florida
$215K +$206K +1,218 New
TFO
750
Timonier Family Office
North Carolina
$213K +$204K +1,207 New
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