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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
326
Hanlon Investment Management
New Jersey
$479K -$37.4K -318 -7%
WC
327
Whitnell & Co
Illinois
$478K – – –
WVP
328
Worth Venture Partners
New Jersey
$475K +$470K +4,000 New
SBH
329
Segall Bryant & Hamill
Illinois
$473K -$1.29K -11 -0.3%
CFA
330
Capstone Financial Advisors
Illinois
$467K -$14.7K -125 -3%
RWG
331
Regal Wealth Group
California
$466K – – –
MBT
332
Montecito Bank & Trust
California
$463K -$604K -5,141 -57%
BOS
333
Bingham Osborn & Scarborough
California
$457K -$11.9K -101 -3%
HSA
334
HBK Sorce Advisory
Pennsylvania
$457K – – –
AA
335
Alesco Advisors
New York
$453K – – –
AIM
336
Allen Investment Management
New York
$451K -$58.8K -500 -12%
FTS
337
Fifth Third Securities
Ohio
$450K +$2.35K +20 +0.5%
3AM
338
3D Asset Management
Connecticut
$447K -$823 -7 -0.2%
IWA
339
Intercontinental Wealth Advisors
Texas
$443K – – –
PFS
340
Prospera Financial Services
Texas
$442K +$212K +1,804 +92%
DPI
341
Diversified Portfolios Inc
Michigan
$441K -$26.5K -225 -6%
PAS
342
Professional Advisory Services
Florida
$428K – – –
SPC
343
Sigma Planning Corp
Michigan
$427K -$62.9K -535 -13%
1GA
344
1st Global Advisors
Texas
$425K – – –
MFW
345
Mosaic Family Wealth
Missouri
$424K -$121K -1,027 -22%
NPC
346
National Planning Corporation
California
$424K -$45.1K -384 -10%
CWM
347
Confluence Wealth Management
Oregon
$421K – – –
PP
348
Patten & Patten
Tennessee
$420K +$102K +870 +33%
FHA
349
First Horizon Advisors
Tennessee
$417K -$137K -1,163 -25%
CIC
350
Carnegie Investment Counsel
Ohio
$407K +$129K +1,096 +47%
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