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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
426
Edgestream Partners
New Jersey
$355K +$397K +3,297 New
OBGC
427
O'Brien Greene & Co
Pennsylvania
$352K +$394K +3,275 New
WAP
428
Wealthcare Advisory Partners
Pennsylvania
$348K +$14K +116 +4%
TW
429
Towerpoint Wealth
California
$346K -$34.3K -285 -8%
MIH
430
Madison Investment Holdings
Wisconsin
$345K – – –
CBFP
431
Cedar Brook Financial Partners
Ohio
$345K +$386K +3,211 New
BPA
432
Beacon Pointe Advisors
California
$344K +$384K +3,190 New
MAP
433
Managed Asset Portfolios
Michigan
$341K +$382K +3,171 New
CWM
434
Connecticut Wealth Management
Connecticut
$334K +$2.89K +24 +0.8%
BAM
435
Berkshire Asset Management
Pennsylvania
$333K – – –
MFG
436
Magnus Financial Group
New York
$330K +$369K +3,066 New
WI
437
Wedgewood Investors
Pennsylvania
$329K – – –
PA
438
Parallel Advisors
California
$329K +$193K +1,604 +110%
RG
439
Rikoon Group
New Mexico
$327K +$2.29K +19 +0.6%
PSUF
440
People's United Financial
Connecticut
$325K -$122K -1,014 -25%
SIA
441
Starfire Investment Advisers
Michigan
$325K +$62.7K +521 +21%
CWS
442
Cypress Wealth Services
California
$318K +$10.6K +88 +3%
BF
443
Blankinship & Foster
California
$313K -$12.5K -104 -3%
3AM
444
3D Asset Management
Connecticut
$311K -$4.09K -34 -1%
TWP
445
Total Wealth Planning
Ohio
$308K +$344K +2,862 New
EK
446
Evensky & Katz
Florida
$305K -$30.9K -257 -8%
MFS
447
McNamara Financial Services
Massachusetts
$304K – – –
APG
448
Abacus Planning Group
South Carolina
$304K +$340K +2,829 New
MFGP
449
Marshall Financial Group (Pennsylvania)
Pennsylvania
$304K +$341K +2,830 New
G
450
GenTrust
Florida
$302K – – –
16 17
18
19 20