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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
376
Crescent Grove Advisors
Illinois
$899K -$121K -812 -12%
HCM
377
Howland Capital Management
Massachusetts
$897K – – –
CIM
378
Confluence Investment Management
Missouri
$886K +$836K +5,615 New
MAM
379
MWA Asset Management
Massachusetts
$875K -$299K -2,007 -27%
RA
380
Rodgers & Associates
Pennsylvania
$875K -$6.4K -43 -0.8%
SFA
381
Sequoia Financial Advisors
Ohio
$874K +$42.7K +287 +5%
JPG
382
Jordan Park Group
California
$873K +$8.94K +60 +1%
EGA
383
E&G Advisors
Texas
$872K -$8.34K -56 -1%
NSIM
384
North Star Investment Management
Illinois
$870K -$7.74K -52 -0.9%
IAN
385
Integrated Advisors Network
Texas
$870K – – –
SCM
386
SOL Capital Management
Maryland
$864K -$12.8K -86 -2%
VA
387
VestGen Advisors
Illinois
$844K -$691K -4,639 -46%
DI
388
Disciplined Investments
Oklahoma
$840K +$101K +678 +15%
PFP
389
Paragon Financial Partners
California
$840K +$1.49K +10 +0.2%
CAL
390
Capital Analysts LLC
Pennsylvania
$840K -$13.4K -90 -2%
GFA
391
Gallagher Fiduciary Advisors
Illinois
$835K -$13.8K -93 -2%
JIR
392
James Investment Research
Ohio
$826K – – –
FFA
393
Farther Finance Advisors
California
$825K -$69.8K -469 -8%
BCM
394
Becker Capital Management
Oregon
$824K -$5.36K -36 -0.7%
CANC
395
Culbertson A N & Co
Virginia
$822K – – –
CFB
396
Cullen/Frost Bankers
Texas
$821K -$11.6K -78 -1%
COFSG
397
Carbahal Olsen Financial Services Group
California
$814K -$1.04K -7 -0.1%
ASBI
398
American State Bank (Iowa)
Iowa
$805K +$13.1K +88 +2%
SFC
399
Strategic Financial Concepts
Texas
$801K -$596 -4 -0.1%
CFP
400
Cascade Financial Partners
California
$794K +$535K +3,594 +250%
14 15
16
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