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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
201
Oldfather Financial Services
Nebraska
$3.9M +$354K +2,504 +10%
RWG
202
Regal Wealth Group
California
$3.86M +$47.3K +335 +1%
HWM
203
HB Wealth Management
Georgia
$3.79M -$72.7K -515 -2%
RCP
204
Rothschild Capital Partners
New York
$3.74M -$2.95M -20,880 -44%
AI
205
Ariel Investments
Illinois
$3.74M +$1.21M +8,588 +47%
AWA
206
Archvest Wealth Advisors
California
$3.64M -$12.7K -90 -0.3%
ACG
207
Allen Capital Group
Nebraska
$3.64M +$3.7M +26,219 New
RWA
208
Redmont Wealth Advisors
Illinois
$3.63M -$416K -2,944 -10%
FSWA
209
Financial Synergies Wealth Advisors
Texas
$3.58M -$86.7K -614 -2%
RZH
210
Relyea Zuckerberg Hanson
Connecticut
$3.47M -$1.65M -11,690 -32%
GIA
211
GHP Investment Advisors
Colorado
$3.41M -$176K -1,247 -5%
GLLW
212
Graves Light Lenhart Wealth
Virginia
$3.38M -$28.8K -204 -0.8%
WA
213
Wasatch Advisors
Utah
$3.34M +$3.4M +24,052 New
VCM
214
Viewpoint Capital Management
Washington
$3.33M +$688K +4,875 +25%
LSPW
215
Lake Street Private Wealth
Illinois
$3.3M +$58.2K +412 +2%
SCM
216
SCS Capital Management
Massachusetts
$3.3M – – –
CCB
217
Country Club Bank
Missouri
$3.28M -$145K -1,028 -4%
RFWA
218
RPg Family Wealth Advisory
Massachusetts
$3.25M -$198K -1,399 -6%
JIR
219
James Investment Research
Ohio
$3.25M -$509K -3,604 -13%
PP
220
Prosperity Planning
Missouri
$3.19M – – –
MAM
221
Meeder Asset Management
Ohio
$3.11M -$571K -4,046 -15%
BIM
222
Bridges Investment Management
Nebraska
$3.09M – – –
RJT
223
Raymond James Trust
Florida
$3.08M +$7.2K +51 +0.2%
FCI
224
Financial Counselors Inc
Kansas
$3.07M +$211K +1,491 +7%
AIA
225
Alera Investment Advisors
Illinois
$3M +$1.42M +10,068 +87%
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