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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
751
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$161 +1 +0.5%
LDFR
752
Lehman & Derafelo Financial Resources
Pennsylvania
$31K – – –
PCTC
753
Perkins Coie Trust Company
Washington
$30K -$17.7K -110 -37%
AWM
754
Accel Wealth Management
Iowa
$30K -$4.18K -26 -12%
TAM
755
Tucker Asset Management
Colorado
$27.1K +$26.2K +163 New
EWM
756
Endurance Wealth Management
Rhode Island
$27K – – –
BCA
757
Berman Capital Advisors
Georgia
$27K +$161 +1 +0.6%
MFIMFI
758
Mesirow Financial Investment Management - Fixed Income
Illinois
$26K -$90.8K -565 -78%
PWM
759
Prentice Wealth Management
New York
$26K -$31.5K -196 -55%
WLPWM
760
Walled Lake Planning & Wealth Management
Illinois
$26K – – –
HDIM
761
Hanson & Doremus Investment Management
Vermont
$24K – – –
IRC
762
Investors Research Corp
Georgia
$24K – – –
OSAM
763
O'Shaughnessy Asset Management
Connecticut
$24K – – –
SN
764
Sittner & Nelson
Oregon
$24K – – –
DA
765
DCM Advisors
New York
$24K +$14.3K +89 +146%
AC
766
AlphaCore Capital
California
$22K +$22.5K +140 New
AIA
767
Armor Investment Advisors
North Carolina
$21K – – –
WFO
768
Wealthgate Family Office
Colorado
$21K – – –
CAAS
769
Capital Asset Advisory Services
Michigan
$20K -$15.3K -95 -43%
RG
770
Retirement Group
California
$19K – – –
LPWM
771
Lake Point Wealth Management
Texas
$18K – – –
BL
772
Balentine LLC
Georgia
$18K +$18.5K +115 New
AF
773
Affiance Financial
Minnesota
$17K – – –
TWA
774
TCI Wealth Advisors
Arizona
$17K +$5.62K +35 +51%
BWL
775
Bogart Wealth LLC
Virginia
$16K -$4.82K -30 -23%
29 30
31
32 33