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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
726
Navis Wealth Advisors
New York
$272K – – –
OC
727
Oakworth Capital
Alabama
$271K – – –
IBOK
728
Independence Bank of Kentucky
Kentucky
$269K – – –
SFWA
729
Summit Financial Wealth Advisors
Louisiana
$269K – – –
C
730
Certuity
Florida
$264K -$46.9K -261 -15%
NG
731
Northstar Group
New York
$264K – – –
LFG
732
Larson Financial Group
Missouri
$262K +$2.69K +15 +1%
USB
733
Union Savings Bank
Connecticut
$261K +$259K +1,440 New
KWA
734
Kingswood Wealth Advisors
California
$261K +$258K +1,439 New
LOPW
735
Live Oak Private Wealth
North Carolina
$261K – – –
ADL
736
Asset Dedication LLC
California
$260K -$16.5K -92 -6%
GAM
737
Gotham Asset Management
New York
$260K – – –
LWM
738
Lionshead Wealth Management
New York
$259K – – –
WWM
739
Westwood Wealth Management
California
$259K +$257K +1,430 New
CWM
740
ClientFirst Wealth Management
Arkansas
$259K – – –
CCG
741
Chatham Capital Group
Georgia
$256K – – –
HPM
742
Hoxton Planning & Management
West Virginia
$255K – – –
DM
743
Diversified Management
Wisconsin
$255K +$253K +1,408 New
M
744
MATAURO
New York
$254K +$1.44K +8 +0.6%
SSWM
745
Smith Salley Wealth Management
North Carolina
$254K – – –
SFP
746
Shepherd Financial Partners
Massachusetts
$251K -$14.4K -80 -5%
TW
747
Traveka Wealth
California
$249K +$247K +1,374 New
CC
748
Clearwave Capital
California
$246K +$244K +1,359 New
MFP
749
Meridian Financial Partners
Virginia
$246K – – –
MFS
750
McNamara Financial Services
Massachusetts
$245K -$55.1K -307 -19%
28 29
30
31 32