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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
776
Patriot Financial Group Insurance Agency
Massachusetts
$33K +$15K +91 +85%
LDFR
777
Lehman & Derafelo Financial Resources
Pennsylvania
$32K – – –
SIM
778
Sonora Investment Management
Arizona
$31K -$326K -1,978 -91%
PMFA
779
Plante Moran Financial Advisors
Michigan
$28K -$6.27K -38 -18%
EWM
780
Endurance Wealth Management
Rhode Island
$28K +$28.2K +171 New
BCA
781
Berman Capital Advisors
Georgia
$27K – – –
WLPWM
782
Walled Lake Planning & Wealth Management
Illinois
$27K +$3.46K +21 +15%
IRC
783
Investors Research Corp
Georgia
$25K – – –
OSAM
784
O'Shaughnessy Asset Management
Connecticut
$25K +$14.2K +86 +134%
SN
785
Sittner & Nelson
Oregon
$25K +$24.9K +151 New
AIA
786
Armor Investment Advisors
North Carolina
$22K – – –
WFO
787
Wealthgate Family Office
Colorado
$22K – – –
BWL
788
Bogart Wealth LLC
Virginia
$22K +$15.3K +93 +245%
RG
789
Retirement Group
California
$19K – – –
LPWM
790
Lake Point Wealth Management
Texas
$19K +$19K +115 New
AF
791
Affiance Financial
Minnesota
$18K – – –
BWM
792
BerganKDV Wealth Management
Minnesota
$17K – – –
EW
793
Element Wealth
Mississippi
$17K – – –
HCM
794
Highlander Capital Management
New Jersey
$17K – – –
RMC
795
Resources Management Corp
Connecticut
$17K – – –
HDIM
796
Hanson & Doremus Investment Management
Vermont
$15K – – –
CBT
797
Central Bank & Trust
Kentucky
$14K – – –
LWA
798
Lowe Wealth Advisors
Maryland
$14K – – –
MOACM
799
Mutual of America Capital Management
New York
$14K – – –
PP
800
PrairieView Partners
Minnesota
$13K -$165 -1 -1%
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