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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
301
Paragon Capital Management (Colorado)
Colorado
$664K +$125 +1 +0%
FUBT
302
First United Bank & Trust
Maryland
$661K -$21.3K -170 -3%
FBFS
303
First Business Financial Services
Wisconsin
$653K – – –
TFO
304
Tarbox Family Office
California
$644K – – –
FHA
305
First Horizon Advisors
Tennessee
$640K +$184K +1,466 +39%
AI
306
Accredited Investors
Minnesota
$630K +$64.4K +514 +11%
NWS
307
Newport Wealth Strategies
California
$628K – – –
SFFS
308
Stonehage Fleming Financial Services
Jersey
$626K – – –
CB
309
Chemical Bank
Michigan
$622K -$67K -535 -9%
BIA
310
BHK Investment Advisors
Alabama
$612K +$218K +1,739 +53%
VCM
311
Vigilant Capital Management
Maine
$607K -$50.5K -403 -7%
RIA
312
RPG Investment Advisory
California
$601K -$32.7K -261 -5%
OCG
313
Opus Capital Group
Ohio
$600K +$33.2K +265 +6%
GC
314
Garde Capital
Washington
$598K -$10.9K -87 -2%
PFS
315
Prospera Financial Services
Texas
$598K +$99.3K +793 +19%
HCC
316
Hirtle Callaghan & Co
Pennsylvania
$594K – – –
NIMC
317
NWQ Investment Management Company
California
$588K -$23.6M -188,083 -97%
LIC
318
Lodestar Investment Counsel
Illinois
$582K +$55.1K +440 +10%
RCAG
319
Rehmann Capital Advisory Group
Michigan
$580K -$55.3K -442 -8%
LWAC
320
Laurel Wealth Advisors (California)
California
$576K +$501 +4 +0.1%
TW
321
Transform Wealth
Colorado
$573K +$2.25K +18 +0.4%
AFC
322
AFT Forsyth & Company
Florida
$565K – – –
EC
323
Estate Counselors
Wisconsin
$563K -$373K -2,980 -39%
JFGIW
324
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$561K -$758K -6,050 -57%
FA
325
FCG Advisors
New Jersey
$561K -$15.5K -124 -3%
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