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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
PIMG
376
Patriot Investment Management Group
Tennessee
$498K – – –
CANC
377
Culbertson A N & Co
Virginia
$496K – – –
SC
378
Savant Capital
Illinois
$495K – – –
AIS
379
American Investment Services
Massachusetts
$494K – – –
ACP
380
Arcus Capital Partners
Georgia
$493K -$143K -1,188 -22%
AAS
381
Avantax Advisory Services
Texas
$491K +$114K +943 +30%
CAM
382
Cresset Asset Management
Illinois
$490K – – –
EC
383
Estate Counselors
Wisconsin
$488K +$84.5K +700 +21%
SIM
384
Sonora Investment Management
Arizona
$487K +$13.3K +110 +4%
CCG
385
Chatham Capital Group
Georgia
$482K -$90.6K -750 -16%
TK
386
TIAA Kaspick
Massachusetts
$482K – – –
TA
387
Trellis Advisors
Washington
$478K -$9.78K -81 -2%
TI
388
Truepoint Inc
Ohio
$467K – – –
GPA
389
Guidance Point Advisors
Massachusetts
$467K +$2.17K +18 +0.5%
TAM
390
Tocqueville Asset Management
New York
$463K -$4.97M -41,155 -91%
DJSG
391
D.J. St. Germain
Massachusetts
$461K +$21.6K +179 +5%
NWM
392
Northwest Wealth Management
Iowa
$457K – – –
LW
393
Linscomb Wealth
Texas
$454K – – –
DLHL
394
Donald L. Hagan LLC
Florida
$451K -$3.02K -25 -0.7%
AMCA
395
Arthur M. Cohen & Associates
Illinois
$449K +$201K +1,667 +81%
CWM
396
Cahaba Wealth Management
Georgia
$448K -$27.3K -226 -6%
AF
397
Advisornet Financial
Minnesota
$448K -$5.31K -44 -1%
JWA
398
JFS Wealth Advisors
Pennsylvania
$440K -$16.2K -134 -4%
FAIM
399
Financial Advocates Investment Management
Washington
$438K +$6.52K +54 +2%
PMG
400
Private Management Group
California
$435K – – –
14 15
16
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