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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
376
Frontier Wealth Management
Missouri
$430K -$166K -1,500 -29%
PAS
377
Professional Advisory Services
Florida
$428K – – –
HIM
378
Hanlon Investment Management
New Jersey
$419K +$389K +3,523 New
WCM
379
Weatherstone Capital Management
Colorado
$413K -$50.6K -458 -12%
TSS
380
Two Sigma Securities
New York
$413K +$384K +3,472 New
FWM
381
Focused Wealth Management
New York
$400K -$96.6K -874 -21%
RG
382
Rikoon Group
New Mexico
$400K -$73K -661 -17%
JFG
383
JMG Financial Group
Illinois
$399K – – –
BRWA
384
B. Riley Wealth Advisors
Florida
$398K +$138K +1,248 +60%
MIH
385
Madison Investment Holdings
Wisconsin
$385K – – –
BMCM
386
Bryn Mawr Capital Management
Pennsylvania
$385K +$358K +3,235 New
PCM
387
Pointe Capital Management
Michigan
$382K -$195K -1,760 -35%
SIA
388
Starfire Investment Advisers
Michigan
$382K +$2.32K +21 +0.7%
CWM
389
Confluence Wealth Management
Oregon
$379K -$87.3K -790 -20%
WI
390
Wedgewood Investors
Pennsylvania
$376K – – –
GRP
391
Global Retirement Partners
California
$376K +$350K +3,163 New
CI
392
Cambiar Investors
Colorado
$375K +$349K +3,155 New
BC
393
Bartlett & Co
Ohio
$373K +$134K +1,215 +63%
WF
394
WealthTrust Fairport
Ohio
$368K +$123K +1,114 +56%
CSM
395
CAMG Solamere Management
North Carolina
$365K +$339K +3,066 New
PHAM
396
Palisades Hudson Asset Management
Florida
$364K -$15.8K -143 -4%
HNB
397
Huntington National Bank
Ohio
$364K – – –
DW
398
Domani Wealth
Pennsylvania
$361K -$56.4K -510 -14%
CWM
399
Connecticut Wealth Management
Connecticut
$360K +$1.66K +15 +0.5%
FTS
400
Fifth Third Securities
Ohio
$356K -$149K -1,347 -31%
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