We are live on ! Find out more
IWN icon

iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
776
Clearstead Trust
Maine
$167K – – –
WIM
777
Westside Investment Management
California
$166K – – –
RPC
778
Rossmore Private Capital
Connecticut
$166K +$159K +940 New
CSB
779
City State Bank
Iowa
$166K – – –
WTA
780
Washington Trust Advisors
Massachusetts
$164K – – –
SMA
781
Sage Mountain Advisors
Georgia
$164K +$5.23K +31 +3%
CPG
782
Cornerstone Planning Group
New Jersey
$161K +$675 +4 +0.4%
AA
783
Addison Advisors
Vermont
$156K -$7.6K -45 -5%
VCM
784
Versant Capital Management
Arizona
$151K – – –
HWA
785
Heartwood Wealth Advisors
Virginia
$146K +$139K +824 New
TWM
786
Topsail Wealth Management
North Carolina
$146K – – –
PS
787
Pinney & Scofield
Massachusetts
$143K – – –
FDCP
788
Foster Dykema Cabot & Partners
Massachusetts
$143K – – –
SC
789
SouthState Corp
Florida
$140K -$16.5K -98 -11%
RTL
790
Red Tortoise LLC
Georgia
$139K -$43.7K -259 -25%
M
791
MOTCO
Texas
$138K +$132K +782 New
WP
792
WealthShield Partners
North Carolina
$136K – – –
LI
793
LRI Investments
Florida
$134K – – –
GWM
794
Grand Wealth Management
Michigan
$134K – – –
TIM
795
Thompson Investment Management
Wisconsin
$133K – – –
PPA
796
Painted Porch Advisors
California
$128K – – –
GI
797
GAMMA Investing
California
$127K – – –
TCB
798
Texas Capital Bancshares
Texas
$127K +$121K +716 New
JFG
799
JDM Financial Group
Texas
$121K – – –
GWSG
800
GPS Wealth Strategies Group
Colorado
$117K -$16.5K -98 -13%
30 31
32
33 34