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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
401
RNC Capital Management
California
$268K +$22.7K +193 +9%
MFT
402
Moisand Fitzgerald Tamayo
Florida
$264K – – –
TH
403
TCTC Holdings
Texas
$263K – – –
NAM
404
North American Management
Massachusetts
$258K – – –
FDCDDQ
405
Federation des caisses Desjardins du Quebec
Quebec, Canada
$257K +$255K +2,165 New
EWA
406
EP Wealth Advisors
California
$256K -$88.2K -750 -26%
CL
407
CPWM LLC
Washington
$254K – – –
SYBT
408
Stock Yards Bank & Trust
Kentucky
$254K +$23.5K +200 +10%
MWM
409
Mission Wealth Management
California
$251K -$1.29K -11 -0.5%
BIC
410
Beach Investment Counsel
Pennsylvania
$247K – – –
VCM
411
Versant Capital Management
Arizona
$246K – – –
MAM
412
Meeder Asset Management
Ohio
$240K -$45.8K -390 -16%
DY
413
Dowling & Yahnke
California
$240K – – –
SI
414
SII Investments
Wisconsin
$235K -$312K -2,652 -57%
WF
415
WealthTrust Fairport
Ohio
$235K – – –
FCH
416
Freestone Capital Holdings
Washington
$228K – – –
MWAC
417
Mariner Wealth Advisors (Cincinnati)
Ohio
$228K +$226K +1,920 New
W
418
Wealthfront
California
$219K -$2.12K -18 -1%
SMC
419
Smith, Moore & Co
Missouri
$218K +$1.88K +16 +0.9%
SFA
420
Sequoia Financial Advisors
Ohio
$214K – – –
PFC
421
Phocas Financial Corp
California
$212K -$209K -1,780 Closed
SIAS
422
Shine Investment Advisory Services
Colorado
$212K -$14.1K -120 -6%
CA
423
Cornerstone Advisory
Maryland
$211K +$470 +4 +0.2%
FNT
424
First Nebraska Trust
Nebraska
$211K – – –
MWM
425
Meridian Wealth Management
Kentucky
$210K -$2.7K -23 -1%
15 16
17
18 19