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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
776
West Paces Advisors
Georgia
$120K -$9.6K -68 -7%
MPCG
777
Matrix Private Capital Group
New York
$119K – – –
VCM
778
Versant Capital Management
Arizona
$119K – – –
BCV
779
Banque Cantonale Vaudoise
Switzerland
$116K – – –
WFA
780
WestHill Financial Advisors
California
$116K -$3.39K -24 -3%
IGWM
781
ICA Group Wealth Management
Colorado
$114K +$116K +819 New
BSWA
782
Bromfield Sneider Wealth Advisors
Massachusetts
$112K – – –
DWP
783
Destiny Wealth Partners
Florida
$111K -$162K -1,147 -59%
CMP
784
Coston McIsaac & Partners
Maine
$104K – – –
AWM
785
Atticus Wealth Management
Florida
$102K +$104K +735 New
SMA
786
Sage Mountain Advisors
Georgia
$98.3K – – –
MA
787
Montag & Associates
Georgia
$97.3K +$141 +1 +0.1%
SC
788
SouthState Corp
Florida
$97.2K – – –
EK
789
Evensky & Katz
Florida
$97K -$22.6K -160 -19%
BFPW
790
BOK Financial Private Wealth
Colorado
$95.7K – – –
ACP
791
Arcus Capital Partners
Georgia
$95.6K +$97.4K +690 New
BTI
792
Blue Trust Inc
Georgia
$95K -$7.62K -54 -7%
OC
793
Oakworth Capital
Alabama
$93K – – –
TSWM
794
Tyler-Stone Wealth Management
Ohio
$89K – – –
FWM
795
Focused Wealth Management
New York
$88.7K +$19.9K +141 +28%
BCM
796
Bourgeon Capital Management
Connecticut
$88.1K -$17.2K -122 -16%
SWM
797
Sugarloaf Wealth Management
Georgia
$87.9K – – –
JEST
798
JTC Employer Solutions Trustee
Jersey
$85K – – –
TFGT
799
TS Financial Group (TSFG)
Illinois
$85K – – –
CBT
800
CoreFirst Bank & Trust
Kansas
$83.2K – – –
30 31
32
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