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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
776
DHJJ Financial Advisors
Illinois
$161K – – –
GBT
777
Grove Bank & Trust
Florida
$161K +$98.6K +651 +180%
CSB
778
City State Bank
Iowa
$153K – – –
CF
779
Centaurus Financial
California
$151K -$11.1K -73 -7%
TSWM
780
Tyler-Stone Wealth Management
Ohio
$143K -$60.6K -400 -31%
RIL
781
Rothschild Investment LLC
Illinois
$140K +$4.09K +27 +3%
CAL
782
Capital Advisors Ltd
Ohio
$136K – – –
VCM
783
Versant Capital Management
Arizona
$136K – – –
IGWM
784
ICA Group Wealth Management
Colorado
$133K +$454 +3 +0.4%
AA
785
Addison Advisors
Vermont
$131K – – –
WP
786
WealthShield Partners
North Carolina
$130K – – –
BSWA
787
Bromfield Sneider Wealth Advisors
Massachusetts
$129K – – –
LI
788
LRI Investments
Florida
$120K +$115K +758 New
CMP
789
Coston McIsaac & Partners
Maine
$119K – – –
AWM
790
Atticus Wealth Management
Florida
$114K -$1.06K -7 -1%
FUBT
791
First United Bank & Trust
Maryland
$113K -$5K -33 -4%
SMA
792
Sage Mountain Advisors
Georgia
$113K – – –
SC
793
SouthState Corp
Florida
$111K – – –
PCG
794
PFC Capital Group
California
$111K +$106K +700 New
SWA
795
SOA Wealth Advisors
New York
$108K +$303 +2 +0.3%
OC
796
Oakworth Capital
Alabama
$106K – – –
BFPW
797
BOK Financial Private Wealth
Colorado
$106K – – –
GI
798
GAMMA Investing
California
$105K – – –
WPA
799
West Paces Advisors
Georgia
$103K – – –
GJWM
800
Gilliland Jeter Wealth Management
Arkansas
$103K +$98.3K +649 New
30 31
32
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