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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
251
Lincoln National Corp
Pennsylvania
$696K -$9.22K -90 -1%
SAM
252
Solaris Asset Management
New York
$696K +$681K +6,648 New
CDIA
253
Capital Directions Investment Advisors
Georgia
$690K -$20.1K -196 -3%
KFA
254
Kelleher Financial Advisors
New York
$685K -$46.6K -455 -7%
RCAG
255
Rehmann Capital Advisory Group
Michigan
$682K +$47.5K +464 +8%
EAM
256
Edge Asset Management
Washington
$675K +$660K +6,445 New
PFM
257
Parsec Financial Management
North Carolina
$660K -$11.8K -115 -2%
CFA
258
Capstone Financial Advisors
Illinois
$647K +$227K +2,216 +56%
SCM
259
Shapiro Capital Management
Georgia
$641K – – –
HCM
260
Howland Capital Management
Massachusetts
$641K – – –
EK
261
Evensky & Katz
Florida
$615K +$131K +1,277 +28%
TI
262
Truepoint Inc
Ohio
$614K -$14.1K -138 -2%
FWP
263
FAS Wealth Partners
Kansas
$614K +$2.56K +25 +0.4%
GC
264
Garde Capital
Washington
$604K +$43.1K +421 +7%
BA
265
Boston Advisors
Massachusetts
$588K – – –
LC
266
Lourd Capital
California
$576K – – –
AAS
267
Annex Advisory Services
Wisconsin
$572K -$43K -420 -7%
FA
268
FDx Advisors
Illinois
$571K +$563K +5,498 New
ICOA
269
Investment Centers of America
North Dakota
$568K +$134K +1,308 +32%
QCM
270
Quadrant Capital Management
New Jersey
$566K – – –
FA
271
FCG Advisors
New Jersey
$566K +$205 +2 +0%
VCM
272
Vigilant Capital Management
Maine
$564K – – –
AFP
273
Ausdal Financial Partners
Iowa
$564K +$25.2K +246 +5%
FBFS
274
First Business Financial Services
Wisconsin
$561K -$1.33M -12,997 -71%
CAL
275
Capital Analysts LLC
Pennsylvania
$556K -$47.7K -465 -8%
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