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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
451
Leonetti & Associates
Illinois
$293K – – –
MAU
452
MRA Associates USA
Arizona
$292K +$327K +2,717 New
AAS
453
Annex Advisory Services
Wisconsin
$291K -$4.93K -41 -1%
CIR
454
Clear Investment Research
Georgia
$291K -$3.13K -26 -1%
DY
455
Dowling & Yahnke
California
$286K +$49.1K +408 +21%
HA
456
Heartland Advisors
Wisconsin
$283K +$316K +2,630 New
GCM
457
Gator Capital Management
Florida
$282K – – –
OSAM
458
O'Shaughnessy Asset Management
Connecticut
$282K +$315K +2,620 New
BOTW
459
Bank of the West
California
$279K +$73K +607 +30%
JFG
460
JMG Financial Group
Illinois
$278K -$2.89K -24 -0.9%
IWM
461
IHT Wealth Management
Illinois
$278K +$33.5K +278 +12%
SHGA
462
Sand Hill Global Advisors
California
$278K +$55.6K +462 +22%
QCM
463
Quest Capital Management
Texas
$277K +$310K +2,580 New
SAM
464
Sawgrass Asset Management
Florida
$276K – – –
PFC
465
Phocas Financial Corp
California
$275K – – –
EPA
466
Element Pointe Advisors
Florida
$275K +$308K +2,561 New
CL
467
CPWM LLC
Washington
$273K +$306K +2,540 New
1IA
468
1834 Investment Advisors
Wisconsin
$272K – – –
DJSG
469
D.J. St. Germain
Massachusetts
$267K – – –
RCA
470
Rex Capital Advisors
Rhode Island
$260K -$5.05K -42 -2%
FC
471
Ferris Capital
Massachusetts
$260K – – –
IWP
472
Icon Wealth Partners
Texas
$259K -$68.6K -570 -19%
SS
473
Simplicity Solutions
Minnesota
$254K +$285K +2,366 New
DW
474
Domani Wealth
Pennsylvania
$251K – – –
MWA
475
Martel Wealth Advisors
Washington
$250K +$280K +2,329 New
17 18
19
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