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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
901
Creative Financial Designs
Indiana
$124K – – –
HWA
902
HHM Wealth Advisors
Tennessee
$123K +$32.4K +155 +39%
BIAS
903
Beacon Investment Advisory Services
New Jersey
$122K – – –
SWM
904
SHP Wealth Management
Massachusetts
$121K +$27K +129 +31%
CB
905
CNB Bank
Pennsylvania
$119K -$1.47K -7 -1%
FUBT
906
First United Bank & Trust
Maryland
$117K +$16.1K +77 +17%
CBT
907
CoreFirst Bank & Trust
Kansas
$116K – – –
CSB
908
City State Bank
Iowa
$116K – – –
SWP
909
Strategic Wealth Partners
Ohio
$115K +$19.5K +93 +22%
MCM
910
Manchester Capital Management
Vermont
$111K -$4.82K -23 -4%
DF
911
Downshift Financial
Colorado
$108K +$103K +490 New
SFFS
912
Stonehage Fleming Financial Services
Jersey
$108K – – –
3IP
913
3Chopt Investment Partners
Virginia
$107K – – –
WAG
914
Windsor Advisory Group
Ohio
$105K – – –
BL
915
Balentine LLC
Georgia
$104K -$1.68K -8 -2%
MSG
916
Main Street Group
Virginia
$104K – – –
AP
917
Atwood & Palmer
Missouri
$97.1K – – –
MG
918
MilWealth Group
Wisconsin
$92.3K – – –
FFA
919
Frazier Financial Advisors
Ohio
$91.4K – – –
KCM
920
Key Capital Management
Tennessee
$90.7K – – –
EB
921
Eastern Bank
Massachusetts
$89.6K +$84.8K +405 New
SWA
922
SOA Wealth Advisors
New York
$89.3K +$419 +2 +0.5%
FP
923
Financial Perspectives
Minnesota
$87.5K +$209 +1 +0.3%
MAM
924
Marquette Asset Management
Minnesota
$86.9K – – –
GWS
925
Glassman Wealth Services
Virginia
$86.9K +$82.3K +393 New
35 36
37
38 39