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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
776
Copia Wealth Management
Oregon
$169K +$1.52K +9 +0.9%
CT
777
Clearstead Trust
Maine
$167K – – –
WIM
778
Westside Investment Management
California
$166K – – –
RPC
779
Rossmore Private Capital
Connecticut
$166K +$159K +940 New
CSB
780
City State Bank
Iowa
$166K – – –
WTA
781
Washington Trust Advisors
Massachusetts
$164K – – –
SMA
782
Sage Mountain Advisors
Georgia
$164K +$5.23K +31 +3%
CPG
783
Cornerstone Planning Group
New Jersey
$161K +$675 +4 +0.4%
AA
784
Addison Advisors
Vermont
$156K -$7.6K -45 -5%
VCM
785
Versant Capital Management
Arizona
$151K – – –
HWA
786
Heartwood Wealth Advisors
Virginia
$146K +$139K +824 New
TWM
787
Topsail Wealth Management
North Carolina
$146K – – –
PS
788
Pinney & Scofield
Massachusetts
$143K – – –
FDCP
789
Foster Dykema Cabot & Partners
Massachusetts
$143K – – –
SC
790
SouthState Corp
Florida
$140K -$16.5K -98 -11%
RTL
791
Red Tortoise LLC
Georgia
$139K -$43.7K -259 -25%
M
792
MOTCO
Texas
$138K +$132K +782 New
WP
793
WealthShield Partners
North Carolina
$136K – – –
LI
794
LRI Investments
Florida
$134K – – –
GWM
795
Grand Wealth Management
Michigan
$134K – – –
TIM
796
Thompson Investment Management
Wisconsin
$133K – – –
PPA
797
Painted Porch Advisors
California
$128K – – –
GI
798
GAMMA Investing
California
$127K – – –
TCB
799
Texas Capital Bancshares
Texas
$127K +$121K +716 New
JFG
800
JDM Financial Group
Texas
$121K – – –
30 31
32
33 34