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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWA
276
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$319K +$322K +3,126 New
PHAM
277
Palisades Hudson Asset Management
Florida
$318K +$1.24K +12 +0.4%
HNB
278
Huntington National Bank
Ohio
$316K -$196K -1,907 Closed
LWM
279
LBA Wealth Management
Florida
$315K -$20.6K -200 -6%
LW
280
Linscomb Wealth
Texas
$314K -$4.12K -40 -1%
WPC
281
Waters Parkerson & Co
Louisiana
$307K – – –
GF
282
Gerstein Fisher
New York
$303K +$13.9K +135 +5%
CTC
283
Central Trust Company
Missouri
$302K +$294K +2,852 +2,617%
AA
284
Alesco Advisors
New York
$297K – – –
PFA
285
Paradigm Financial Advisors
Missouri
$294K +$50.3K +489 +20%
HIM
286
Hanlon Investment Management
New Jersey
$286K +$452K +4,388 +164%
JAM
287
Jolley Asset Management
North Carolina
$285K – – –
ST
288
Sageworth Trust
Pennsylvania
$282K – – –
TI
289
Truepoint Inc
Ohio
$279K -$44.2K -429 -14%
EK
290
Evensky & Katz
Florida
$276K -$10.5K -102 -4%
TWA
291
TCI Wealth Advisors
Arizona
$275K +$103 +1 +0%
FWP
292
FAS Wealth Partners
Kansas
$273K +$67.5K +656 +32%
AIM
293
Allen Investment Management
New York
$270K – – –
HSA
294
HBK Sorce Advisory
Pennsylvania
$268K +$270K +2,626 New
APSP
295
Asset Planning Services (Pennsylvania)
Pennsylvania
$262K +$264K +2,568 New
DW
296
Domani Wealth
Pennsylvania
$260K +$237K +2,302 +928%
SHGA
297
Sand Hill Global Advisors
California
$259K – – –
LA
298
Leonetti & Associates
Illinois
$259K +$10.3K +100 +4%
1IA
299
1834 Investment Advisors
Wisconsin
$256K -$22.1K -215 -8%
IWMPD
300
Integrated Wealth Management (Palm Desert)
California
$254K – – –
10 11
12
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