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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
276
Brinker Capital
Pennsylvania
$541K +$530K +5,168 New
FWM
277
Frontier Wealth Management
Missouri
$536K -$59.3K -579 -10%
EC
278
Estate Counselors
Wisconsin
$536K -$20.5K -200 -4%
TFCP
279
Twin Focus Capital Partners
Massachusetts
$532K -$15.1K -147 -3%
CCG
280
Chatham Capital Group
Georgia
$521K +$2.56K +25 +0.5%
CT
281
Cambridge Trust
Massachusetts
$520K -$35.1K -343 -6%
PCM
282
Pointe Capital Management
Michigan
$520K +$509K +4,968 New
MFW
283
Mosaic Family Wealth
Missouri
$518K +$12.4K +121 +3%
HCC
284
Hirtle Callaghan & Co
Pennsylvania
$511K +$216K +2,111 +76%
IUHSA
285
Itau Unibanco Holding S.A.
Brazil
$504K +$493K +4,813 New
3AM
286
3D Asset Management
Connecticut
$495K -$16.4K -160 -3%
OCG
287
Opus Capital Group
Ohio
$492K +$1.33K +13 +0.3%
HB
288
Homrich & Berg
Georgia
$490K +$52K +507 +12%
PAG
289
Pinnacle Advisory Group
Maryland
$490K +$487K +4,749 New
SC
290
Scotia Capital
Ontario, Canada
$483K +$14.4K +141 +3%
MPAM
291
Monarch Partners Asset Management
Massachusetts
$480K +$469K +4,580 New
RCA
292
Rex Capital Advisors
Rhode Island
$474K -$10.2K -100 -2%
VFA
293
Voya Financial Advisors
Connecticut
$469K +$464K +4,525 New
FHA
294
First Horizon Advisors
Tennessee
$463K -$28K -273 -6%
PMFA
295
Plante Moran Financial Advisors
Michigan
$463K – – –
FTS
296
Fifth Third Securities
Ohio
$454K +$111K +1,082 +33%
LWAC
297
Laurel Wealth Advisors (California)
California
$451K – – –
AIM
298
Allen Investment Management
New York
$450K – – –
SBH
299
Segall Bryant & Hamill
Illinois
$449K – – –
BOS
300
Bingham Osborn & Scarborough
California
$447K – – –
10 11
12
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