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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
751
Shepherd Financial Partners
Massachusetts
$258K -$5.03K -26 -2%
TGAM
752
TBH Global Asset Management
Tennessee
$256K +$262K +1,351 New
LFG
753
Larson Financial Group
Missouri
$256K -$19.2K -99 -7%
OLA
754
Oliver Luxxe Assets
New Jersey
$253K -$42.6K -220 -14%
HCM
755
Hollencrest Capital Management
California
$253K – – –
CWM
756
CCG Wealth Management
California
$252K -$1.35K -7 -0.5%
MFS
757
McNamara Financial Services
Massachusetts
$251K -$4.84K -25 -2%
AIM
758
Athena Investment Management
California
$251K – – –
KA
759
KLCM Advisors
Wisconsin
$250K -$3.48K -18 -1%
PCIA
760
Prime Capital Investment Advisors
Kansas
$248K +$13.2K +68 +5%
CIA
761
Capital Investment Advisors
Georgia
$247K -$1.94K -10 -0.8%
PS
762
Planned Solutions
California
$247K – – –
CCG
763
Cypress Capital Group
Florida
$246K – – –
WPC
764
Wedmont Private Capital
Pennsylvania
$244K -$774 -4 -0.3%
REMPR
765
Roof Eidam Maycock Peralta (REMP)
California
$243K – – –
KWS
766
Keystone Wealth Services
California
$242K -$8.13K -42 -3%
AWE
767
Avidian Wealth Enterprises
Texas
$241K +$247K +1,274 New
CFS
768
Cannon Financial Strategists
Georgia
$240K – – –
SAM
769
S.A. Mason
Michigan
$239K – – –
PIFP
770
Partners in Financial Planning
Virginia
$239K – – –
CAM
771
Clark Asset Management
New Hampshire
$238K +$244K +1,258 New
SIC
772
Sigma Investment Counselors
Michigan
$238K -$17.6K -91 -7%
ML
773
MLP3 LLC
New Jersey
$238K +$387 +2 +0.2%
B
774
Bayban
Minnesota
$237K – – –
DWM
775
Dakota Wealth Management
Florida
$237K – – –
29 30
31
32 33