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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
426
Disciplined Investments
Oklahoma
$875K -$35.2K -254 -4%
DC
427
Davenport & Co
Virginia
$867K +$773K +5,582 New
AWA
428
Aletheian Wealth Advisors
Washington
$859K +$55.7K +402 +8%
SCM
429
SOL Capital Management
Maryland
$856K – – –
GC
430
Garde Capital
Washington
$845K -$970 -7 -0.1%
DB
431
Dravo Bay
Delaware
$840K +$217K +1,563 +41%
HTC
432
Haverford Trust Company
Pennsylvania
$823K -$17.7K -128 -2%
CB
433
Centennial Bank
Arkansas
$822K +$6.93K +50 +1%
ST
434
Sabal Trust
Florida
$821K +$504K +3,635 +220%
TFO
435
Tarbox Family Office
California
$820K -$2.08K -15 -0.3%
UCFA
436
United Capital Financial Advisors
Texas
$819K -$29.8K -215 -4%
JFGIW
437
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$819K +$670K +4,839 +1,123%
EGA
438
E&G Advisors
Texas
$810K +$139 +1 +0%
PWP
439
Perfromance Wealth Partners
Illinois
$804K -$42.8K -309 -6%
CAM
440
Cubic Asset Management
Massachusetts
$798K -$2.08K -15 -0.3%
MWP
441
MYCIO Wealth Partners
Pennsylvania
$796K +$5.26K +38 +0.7%
FCP
442
Fidelis Capital Partners
Florida
$794K +$708K +5,111 New
SWA
443
Sax Wealth Advisors
New Jersey
$791K – – –
CFB
444
Cullen/Frost Bankers
Texas
$790K -$6.37K -46 -0.9%
HCC
445
Hirtle Callaghan & Co
Pennsylvania
$788K +$9.56K +69 +1%
ASBI
446
American State Bank (Iowa)
Iowa
$779K +$831 +6 +0.1%
LOAMU
447
Lombard Odier Asset Management (USA)
New York
$777K +$693K +5,000 New
VCS
448
Vaughan & Co Securities
New Jersey
$776K -$158K -1,141 -19%
SIA
449
Stegner Investment Associates
Kentucky
$766K -$258K -1,860 -27%
BCI
450
Brinker Capital Investments
Pennsylvania
$766K -$55.5K -401 -7%
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