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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
426
Cubic Asset Management
Massachusetts
$707K – – –
PCMC
427
Paragon Capital Management (Colorado)
Colorado
$700K +$13K +90 +2%
PFS
428
Prospera Financial Services
Texas
$699K +$46.7K +322 +7%
SWA
429
Sax Wealth Advisors
New Jersey
$698K -$102K -702 -12%
MWP
430
MYCIO Wealth Partners
Pennsylvania
$692K +$3.04K +21 +0.4%
HTC
431
Haverford Trust Company
Pennsylvania
$691K -$154K -1,062 -17%
PFM
432
Phillips Financial Management
Indiana
$690K +$1.16K +8 +0.2%
BI
433
Berkeley Inc
Idaho
$688K +$725 +5 +0.1%
ASBI
434
American State Bank (Iowa)
Iowa
$686K – – –
NC
435
Nixon Capital
Texas
$685K -$435K -3,000 -38%
LT
436
Legacy Trust
Michigan
$676K +$31.6K +218 +5%
NL
437
NWAM LLC
Washington
$676K -$271K -1,868 -27%
HCC
438
Hirtle Callaghan & Co
Pennsylvania
$668K – – –
FCM
439
Firestone Capital Management
Florida
$665K -$1.45K -10 -0.2%
GCM
440
Gables Capital Management
Florida
$665K – – –
AWA
441
Aletheian Wealth Advisors
Washington
$664K -$399K -2,751 -36%
UWPG
442
Ullmann Wealth Partners Group
Florida
$662K -$11.4K -79 -2%
ECG
443
Edge Capital Group
Georgia
$661K +$61.7K +426 +10%
CANC
444
Culbertson A N & Co
Virginia
$660K +$29.4K +203 +4%
CB
445
Centennial Bank
Arkansas
$658K +$87K +600 +14%
RA
446
Rodgers & Associates
Pennsylvania
$656K -$10.1K -70 -1%
CPA
447
Cardiff Park Advisors
California
$653K +$1.16K +8 +0.2%
BOPW
448
Brandywine Oak Private Wealth
Pennsylvania
$644K – – –
OCG
449
Opus Capital Group
Ohio
$640K -$120K -830 -15%
FBFS
450
First Business Financial Services
Wisconsin
$639K – – –
16 17
18
19 20