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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
301
Schneider Capital Management
Pennsylvania
$202K -$339K -3,409 -64%
WP
302
WMS Partners
Maryland
$202K +$195K +1,960 New
MBT
303
Monroe Bank & Trust
Michigan
$196K – – –
BRWA
304
B. Riley Wealth Advisors
Florida
$181K +$174K +1,748 New
EK
305
Evensky & Katz
Florida
$173K -$23.7K -238 -12%
RNS
306
Robert N. Shapiro
$151K – – –
CAL
307
Capital Advisors Ltd
Ohio
$149K – – –
CWM
308
Cranbrook Wealth Management
Michigan
$142K +$19.9K +200 +17%
RWM
309
Raffa Wealth Management
District of Columbia
$135K +$895 +9 +0.7%
AC
310
Alexandria Capital
Virginia
$127K -$1.29K -13 -1%
CAL
311
Capital Analysts LLC
Pennsylvania
$124K +$39.8K +400 +50%
WCM
312
Wealthcare Capital Management
Virginia
$121K -$34.8K -350 -23%
MFBTD
313
MB Financial Bank - Trust Department
Illinois
$121K – – –
BAM
314
Barrett Asset Management
New York
$114K +$101K +1,019 +1,228%
WA
315
Waverly Advisors
Alabama
$111K – – –
BPBT
316
Boston Private Bank & Trust
Massachusetts
$103K -$35.8K -360 -26%
NFG
317
NewFocus Financial Group
Washington
$103K +$98.3K +989 New
LIA
318
LS Investment Advisors
Michigan
$88K – – –
VIA
319
Vantage Investment Advisors
Pennsylvania
$88K – – –
CFA
320
Carroll Financial Associates
North Carolina
$85K – – –
PSUF
321
People's United Financial
Connecticut
$83K – – –
GAM
322
Gemmer Asset Management
California
$69K +$66.8K +672 New
WA
323
WFG Advisors
Texas
$61K – – –
EFSCE
324
Enterprise Financial Services Corp (EFSC)
Missouri
$60K – – –
ST
325
Stifel Trust
Missouri
$60K – – –
11 12
13
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