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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
801
Saxon Interests
Texas
$214K -$3.07K -18 -1%
CCG
802
Cypress Capital Group
Florida
$213K -$217K -1,270 -49%
CWM
803
Copia Wealth Management
Oregon
$213K +$221K +1,295 New
DWM
804
Destination Wealth Management
California
$212K +$220K +1,292 New
WHCFA
805
William Howard & Co Financial Advisors
Tennessee
$212K – – –
KWA
806
Kingswood Wealth Advisors
California
$212K +$220K +1,291 New
WA
807
WESPAC Advisors
California
$212K +$220K +1,289 New
REMPR
808
Roof Eidam Maycock Peralta (REMP)
California
$211K – – –
PA
809
PFG Advisors
Arizona
$210K -$37.4K -219 -15%
AWM
810
Accel Wealth Management
Iowa
$210K +$341 +2 +0.2%
CIA
811
Capital Investment Advisors
Georgia
$209K +$7.17K +42 +3%
PIFP
812
Partners in Financial Planning
Virginia
$208K +$171 +1 +0.1%
CGL
813
Clarius Group LLC
Washington
$208K – – –
SAM
814
S.A. Mason
Michigan
$207K – – –
AFG
815
Atomi Financial Group
New York
$207K +$215K +1,262 New
FFP
816
FourThought Financial Partners
Florida
$207K -$30.4K -178 -12%
KCM
817
Kanawha Capital Management
Virginia
$205K +$213K +1,250 New
MFP
818
Meridian Financial Partners
Virginia
$205K +$213K +1,246 New
BCI
819
Brinker Capital Investments
Pennsylvania
$204K -$171 -1 -0.1%
OPS
820
Orion Portfolio Solutions
Nebraska
$204K -$171 -1 -0.1%
CFS
821
Cannon Financial Strategists
Georgia
$204K – – –
PGA
822
Portland Global Advisors
Maine
$204K – – –
WTFG
823
Wells Trecaso Financial Group
Ohio
$203K – – –
AG
824
AlTi Global
New York
$203K +$2.39K +14 +1%
AIM
825
Anchor Investment Management
South Carolina
$203K – – –
31 32
33
34 35