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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
FUBT
801
First United Bank & Trust
Maryland
$116K +$103K +744 New
EK
802
Evensky & Katz
Florida
$113K +$5.96K +43 +6%
AWM
803
Atticus Wealth Management
Florida
$112K +$1.11K +8 +1%
SMA
804
Sage Mountain Advisors
Georgia
$110K -$970 -7 -1%
GKIM
805
GW&K Investment Management
Massachusetts
$109K +$96.8K +699 New
SC
806
SouthState Corp
Florida
$109K -$3.74K -27 -4%
SWA
807
SOA Wealth Advisors
New York
$105K +$1.25K +9 +1%
OC
808
Oakworth Capital
Alabama
$104K – – –
BFPW
809
BOK Financial Private Wealth
Colorado
$104K -$6.51K -47 -7%
WPA
810
West Paces Advisors
Georgia
$101K – – –
FWM
811
Focused Wealth Management
New York
$100K +$416 +3 +0.5%
RIM
812
Rockbridge Investment Management
New York
$99.9K +$89.1K +643 New
AP
813
Atwood & Palmer
Missouri
$99.3K – – –
BCM
814
Bourgeon Capital Management
Connecticut
$98.6K – – –
GI
815
GAMMA Investing
California
$98.1K +$91.7K +662 New
FMP
816
Financial Management Professionals
Texas
$97K +$83.1K +600 +2,609%
JEST
817
JTC Employer Solutions Trustee
Jersey
$96K – – –
BLC
818
Brown, Lisle/Cummings
Rhode Island
$94K +$9.7K +70 +13%
AA
819
AlphaMark Advisors
Kentucky
$93K – – –
VWM
820
Venturi Wealth Management
Texas
$89.9K +$80.2K +579 New
RF
821
Robinswood Financial
Washington
$88.1K +$693 +5 +0.9%
TWP
822
TFO Wealth Partners
Ohio
$86.9K -$53.9K -389 -41%
TIM
823
Tortoise Investment Management
New York
$85.4K – – –
WIM
824
Westside Investment Management
California
$83.1K – – –
CBT
825
CoreFirst Bank & Trust
Kansas
$81.5K -$10.4K -75 -13%
31 32
33
34 35