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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
FTI
426
Fiduciary Trust International
Massachusetts
$283K – – –
PAM
427
Palisade Asset Management
Minnesota
$282K – – –
SCM
428
Sterneck Capital Management
Missouri
$281K -$28.9K -224 -10%
AWA
429
Arete Wealth Advisors
Illinois
$281K +$11.7K +91 +4%
SHGA
430
Sand Hill Global Advisors
California
$280K +$274K +2,123 New
WPC
431
Waters Parkerson & Co
Louisiana
$277K – – –
BIC
432
Beach Investment Counsel
Pennsylvania
$274K – – –
VCM
433
Versant Capital Management
Arizona
$273K – – –
MFT
434
Moisand Fitzgerald Tamayo
Florida
$269K -$16.5K -128 -6%
TFCP
435
Twin Focus Capital Partners
Massachusetts
$266K -$90.8K -705 -26%
IP
436
Intellectus Partners
California
$265K – – –
PGFC
437
Peapack-Gladstone Financial Corp
New Jersey
$265K – – –
PSUF
438
People's United Financial
Connecticut
$263K -$96.1K -746 -27%
DIS
439
Diversified Investment Strategies
Louisiana
$263K – – –
MBT
440
Montecito Bank & Trust
California
$261K – – –
WF
441
WealthTrust Fairport
Ohio
$260K – – –
SG
442
StoneX Group
New York
$253K -$9.02K -70 -4%
WF
443
Welch & Forbes
Massachusetts
$253K +$248K +1,923 New
DY
444
Dowling & Yahnke
California
$252K – – –
FCH
445
Freestone Capital Holdings
Washington
$252K – – –
MWAC
446
Mariner Wealth Advisors (Cincinnati)
Ohio
$252K +$9.66K +75 +4%
WCM
447
Weatherstone Capital Management
Colorado
$251K -$15.6K -121 -6%
BC
448
Brinker Capital
Pennsylvania
$250K -$93.8K -728 -28%
CI
449
Conning Inc
Connecticut
$249K -$3.86M -29,919 -94%
PFA
450
Paradigm Financial Advisors
Missouri
$248K -$21.4K -166 -8%
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