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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
G
451
GenTrust
Florida
$274K +$256K +2,816 New
LSA
452
L & S Advisors
California
$271K -$29.2K -321 -10%
WF
453
Welch & Forbes
Massachusetts
$270K -$4.55K -50 -2%
SMC
454
Smith, Moore & Co
Missouri
$268K -$176K -1,939 -39%
APW
455
Austin Private Wealth
Texas
$264K -$7.46K -82 -3%
DLHL
456
Donald L. Hagan LLC
Florida
$264K +$246K +2,706 New
IMOV
457
Investment Management of Virginia
Virginia
$263K -$182K -2,000 -43%
MWP
458
MYCIO Wealth Partners
Pennsylvania
$258K +$1.73K +19 +0.7%
WG
459
Watchman Group
Texas
$256K – – –
SS
460
Simplicity Solutions
Minnesota
$256K +$239K +2,630 New
CIR
461
Clear Investment Research
Georgia
$254K +$21.4K +235 +10%
AW
462
ACG Wealth
Georgia
$253K +$236K +2,599 New
PA
463
Parkside Advisors
California
$251K -$294K -3,233 -56%
CWM
464
CCG Wealth Management
California
$251K -$65.9K -724 -22%
DY
465
Dowling & Yahnke
California
$245K +$229K +2,518 New
BCM
466
Beddow Capital Management
Wyoming
$242K +$226K +2,487 New
OBWP
467
O'Brien Wealth Partners
Massachusetts
$241K -$550K -6,051 -70%
M
468
MOTCO
Texas
$241K – – –
FFBTD
469
First Financial Bank - Trust Division
Ohio
$240K +$224K +2,465 New
CFS
470
Cannon Financial Strategists
Georgia
$239K -$188K -2,071 -46%
FC
471
Ferris Capital
Massachusetts
$236K +$220K +2,421 New
CS
472
Capital Square
Tennessee
$235K – – –
PFC
473
Phocas Financial Corp
California
$231K – – –
SCM
474
Smith Capital Management
Arkansas
$229K -$463K -5,093 -68%
HR
475
Howe & Rusling
New York
$228K +$3.55K +39 +2%
17 18
19
20 21