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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
351
Strategic Capital Group
Washington
$15K +$14.6K +153 New
HRIA
352
Haberer Registered Investment Advisor
Ohio
$12K -$15.1K -158 -57%
TFO
353
Tarbox Family Office
California
$11K +$10.1K +106 New
S
354
SignatureFD
Georgia
$11K +$10.8K +113 New
1IC
355
1919 Investment Counsel
Maryland
$10K -$7.64K -80 -44%
ARMC
356
American Research & Management Company
Massachusetts
$8K – – –
QAM
357
QCI Asset Management
New York
$8K – – –
HDIM
358
Hanson & Doremus Investment Management
Vermont
$8K +$7.54K +79 New
TDC
359
Thompson Davis & Co
Virginia
$8K +$7.64K +80 New
MWP
360
MYCIO Wealth Partners
Pennsylvania
$8K +$8.12K +85 New
M
361
MOTCO
Texas
$7K – – –
SHWM
362
Smith & Howard Wealth Management
Georgia
$7K – – –
FA
363
Financial Advantage
Maryland
$7K +$6.3K +66 New
PFO
364
Pathstone Family Office
New Jersey
$6K – – –
BAM
365
Brave Asset Management
New Jersey
$5K +$5.16K +54 New
AIA
366
Alerus Investment Advisors
Minnesota
$2K -$955 -10 -37%
JFA
367
JNBA Financial Advisors
Minnesota
$2K – – –
ACM
368
Antonetti Capital Management
Florida
$2K +$1.81K +19 New
OIA
369
Optimum Investment Advisors
Illinois
$1K – – –
CFA
370
Camarda Financial Advisors
Florida
$1K +$1.05K +11 New
SV
371
Starboard Value
New York
– -$22.4M -244,899 Closed
CCMG
372
Clark Capital Management Group
Pennsylvania
– -$19.7M -215,504 Closed
LMIM
373
Lockheed Martin Investment Management
Maryland
– -$14.3M -156,228 Closed
RFC
374
Russell Frank Company
Washington
– -$13.1M -142,800 Closed
BFA
375
Beaumont Financial Advisors
Massachusetts
– -$9.11M -99,387 Closed
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