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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
426
Northeast Financial Consultants
Connecticut
$378K +$377K +3,154 New
AAS
427
Avantax Advisory Services
Texas
$376K +$151K +1,268 +68%
CWM
428
Connecticut Wealth Management
Connecticut
$373K +$1.31K +11 +0.4%
RG
429
Rikoon Group
New Mexico
$371K +$6.57K +55 +2%
PSUF
430
People's United Financial
Connecticut
$370K +$7.53K +63 +2%
PA
431
Parallel Advisors
California
$368K – – –
WI
432
Wedgewood Investors
Pennsylvania
$367K – – –
CBU
433
CIBC Bank USA
Illinois
$366K -$111K -929 -23%
SIA
434
Starfire Investment Advisers
Michigan
$363K +$1.2K +10 +0.3%
KMWM
435
Keudell/Morrison Wealth Management
Oregon
$360K +$358K +3,000 New
MAP
436
Managed Asset Portfolios
Michigan
$356K -$23.9K -200 -6%
AI
437
Atria Investments
North Carolina
$355K -$346K -2,893 -49%
BF
438
Blankinship & Foster
California
$350K +$1.07K +9 +0.3%
CWS
439
Cypress Wealth Services
California
$349K -$6.09K -51 -2%
TWP
440
Total Wealth Planning
Ohio
$343K – – –
FUBT
441
First United Bank & Trust
Maryland
$341K -$204K -1,706 -37%
EK
442
Evensky & Katz
Florida
$341K +$1.67K +14 +0.5%
APG
443
Abacus Planning Group
South Carolina
$339K – – –
MFGP
444
Marshall Financial Group (Pennsylvania)
Pennsylvania
$339K – – –
G
445
GenTrust
Florida
$338K – – –
3AM
446
3D Asset Management
Connecticut
$336K -$10K -84 -3%
IA
447
IFP Advisors
Florida
$329K -$926K -7,749 -74%
CWM
448
Cornerstone Wealth Management
Missouri
$329K -$2.75K -23 -0.3%
MAU
449
MRA Associates USA
Arizona
$326K +$119 +1 +0%
CIR
450
Clear Investment Research
Georgia
$322K -$2.39K -20 -0.7%
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