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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
401
Integrated Advisors Network
Texas
$833K – – –
CIC
402
Carnegie Investment Counsel
Ohio
$829K -$225K -1,393 -19%
JPG
403
Jordan Park Group
California
$826K -$118K -730 -12%
AAP
404
Arax Advisory Partners
Colorado
$823K -$20.1M -124,552 -96%
CAL
405
Capital Analysts LLC
Pennsylvania
$817K +$34.2K +212 +4%
GFA
406
Gallagher Fiduciary Advisors
Illinois
$813K -$708K -4,385 -45%
PFP
407
Paragon Financial Partners
California
$803K +$808 +5 +0.1%
CFB
408
Cullen/Frost Bankers
Texas
$798K +$72.7K +450 +9%
BCM
409
Becker Capital Management
Oregon
$794K -$118K -729 -12%
CWM
410
Connecticut Wealth Management
Connecticut
$794K – – –
SFA
411
Sequoia Financial Advisors
Ohio
$793K +$30.9K +191 +4%
ACA
412
Affinity Capital Advisors
California
$793K -$311K -1,924 -25%
JIR
413
James Investment Research
Ohio
$790K -$32.3K -200 -4%
HCC
414
Hirtle Callaghan & Co
Pennsylvania
$789K – – –
CANC
415
Culbertson A N & Co
Virginia
$787K +$33.1K +205 +4%
COFSG
416
Carbahal Olsen Financial Services Group
California
$780K +$2.91K +18 +0.3%
AG
417
Ascent Group
Virginia
$778K +$833K +5,156 New
SFC
418
Strategic Financial Concepts
Texas
$767K +$30.5K +189 +4%
ASBI
419
American State Bank (Iowa)
Iowa
$757K – – –
MA
420
Maxele Advisors
Missouri
$756K -$12.3K -76 -1%
VCS
421
Vaughan & Co Securities
New Jersey
$748K -$2.42K -15 -0.3%
ST
422
Sabal Trust
Florida
$745K – – –
RLWM
423
RF&L Wealth Management
Massachusetts
$735K – – –
GCM
424
Gables Capital Management
Florida
$732K – – –
DIS
425
Diversified Investment Strategies
Louisiana
$724K +$102K +630 +15%
15 16
17
18 19