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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
PHAM
376
Palisades Hudson Asset Management
Florida
$391K +$1.38K +11 +0.3%
IWM
377
IHT Wealth Management
Illinois
$390K +$12.3K +98 +3%
BAM
378
Berkshire Asset Management
Pennsylvania
$382K +$392K +3,132 New
EK
379
Evensky & Katz
Florida
$379K -$25.7K -205 -6%
PA
380
PFG Advisors
Arizona
$376K +$146K +1,166 +61%
SMFS
381
Squar Milner Financial Services
California
$375K – – –
WI
382
Wedgewood Investors
Pennsylvania
$373K – – –
CWM
383
Connecticut Wealth Management
Connecticut
$369K +$4.13K +33 +1%
BF
384
Blankinship & Foster
California
$367K +$1K +8 +0.3%
PFGIA
385
Patriot Financial Group Insurance Agency
Massachusetts
$366K +$3.63K +29 +1%
PP
386
Patten & Patten
Tennessee
$365K -$7.51K -60 -2%
CWM
387
Confluence Wealth Management
Oregon
$365K -$2.38K -19 -0.6%
SIA
388
Starfire Investment Advisers
Michigan
$364K -$2.16M -17,247 -85%
WAP
389
Wealthcare Advisory Partners
Pennsylvania
$361K +$119K +951 +47%
FPS
390
Fieldpoint Private Securities
Connecticut
$360K – – –
EWA
391
EP Wealth Advisors
California
$354K +$15.7K +125 +4%
JIR
392
James Investment Research
Ohio
$352K -$10M -80,198 -97%
CWS
393
Cypress Wealth Services
California
$350K – – –
RG
394
Rikoon Group
New Mexico
$342K -$21.3K -170 -6%
DDPOM
395
Delta Dental Plan of Michigan
Michigan
$341K +$1.13K +9 +0.3%
VDI
396
Vaughan David Investments
Illinois
$336K +$501 +4 +0.1%
PSUF
397
People's United Financial
Connecticut
$334K -$18.8K -150 -5%
FC
398
Ferris Capital
Massachusetts
$333K +$39.1K +312 +13%
TFCP
399
Twin Focus Capital Partners
Massachusetts
$331K -$101K -804 -23%
WI
400
WrapManager Inc
California
$328K -$616K -4,921 -65%
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16
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