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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
326
Hirtle Callaghan & Co
Pennsylvania
$580K – – –
PAG
327
Pinnacle Advisory Group
Maryland
$580K +$14.1K +128 +3%
SKK
328
Shepherd Kaplan Krochuk
Massachusetts
$577K +$536K +4,854 New
LW
329
Linscomb Wealth
Texas
$576K +$231K +2,090 +76%
HB
330
Homrich & Berg
Georgia
$575K +$17.8K +161 +3%
SI
331
SII Investments
Wisconsin
$569K +$78.9K +714 +18%
TFCP
332
Twin Focus Capital Partners
Massachusetts
$568K -$33.2K -300 -6%
MFW
333
Mosaic Family Wealth
Missouri
$562K -$23.5K -213 -4%
EC
334
Estate Counselors
Wisconsin
$561K -$44.2K -400 -8%
OCG
335
Opus Capital Group
Ohio
$561K +$2.32K +21 +0.4%
LWAC
336
Laurel Wealth Advisors (California)
California
$561K +$45.5K +412 +10%
SBH
337
Segall Bryant & Hamill
Illinois
$561K +$47K +425 +10%
CCG
338
Chatham Capital Group
Georgia
$553K -$35.9K -325 -7%
SC
339
Scotia Capital
Ontario, Canada
$553K +$2.65K +24 +0.5%
CFA
340
Capstone Financial Advisors
Illinois
$551K -$171K -1,549 -25%
WAM
341
Wealthspire Advisors (Maryland)
Maryland
$550K +$131K +1,184 +34%
DWM
342
Darwin Wealth Management
Florida
$546K +$507K +4,587 New
MWP
343
MYCIO Wealth Partners
Pennsylvania
$542K +$503K +4,554 New
RCA
344
Rex Capital Advisors
Rhode Island
$538K – – –
BF
345
Blankinship & Foster
California
$537K +$499K +4,517 New
PMFA
346
Plante Moran Financial Advisors
Michigan
$533K +$6.63K +60 +1%
ACP
347
Aveo Capital Partners
Colorado
$523K +$486K +4,399 New
AIM
348
Allen Investment Management
New York
$511K – – –
BOS
349
Bingham Osborn & Scarborough
California
$508K +$111 +1 +0%
LIC
350
Lodestar Investment Counsel
Illinois
$504K – – –
12 13
14
15 16