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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
476
Twin Focus Capital Partners
Massachusetts
$219K -$49.3K -366 -18%
MWM
477
Mission Wealth Management
California
$219K -$15.1K -112 -6%
AIM
478
Arcadia Investment Management
Michigan
$219K – – –
PCG
479
Private Capital Group
Connecticut
$217K +$29.8K +221 +16%
SFM
480
Signature Financial Management
Virginia
$216K – – –
DCM
481
Donaldson Capital Management
Indiana
$215K -$539 -4 -0.2%
FCFC
482
First Commonwealth Financial Corp
Pennsylvania
$215K +$218K +1,618 New
GT
483
Greenleaf Trust
Michigan
$214K – – –
LSA
484
L & S Advisors
California
$214K +$217K +1,611 New
TC
485
Telemus Capital
Michigan
$214K +$217K +1,611 New
S
486
SignatureFD
Georgia
$212K +$125K +930 +139%
WT
487
Washington Trust
Rhode Island
$210K -$93.3K -693 -30%
PFGIA
488
Patriot Financial Group Insurance Agency
Massachusetts
$208K -$195K -1,446 -48%
PIM
489
Penobscot Investment Management
Massachusetts
$203K -$9.7K -72 -5%
TL
490
TrueWealth LLC
Georgia
$202K +$135 +1 +0.1%
MPM
491
Meritage Portfolio Management
Kansas
$200K -$5.72M -42,500 -97%
VIA
492
Vantage Investment Advisors
Pennsylvania
$200K +$673 +5 +0.3%
BCM
493
BTC Capital Management
Iowa
$200K +$202K +1,500 New
ATFA
494
All Terrain Financial Advisors
Minnesota
$200K +$203K +1,505 New
MSA
495
Mason Street Advisors
Wisconsin
$200K – – –
PA
496
Parallel Advisors
California
$195K +$3.23K +24 +2%
MCM
497
Manchester Capital Management
Vermont
$186K – – –
LA
498
Legacy Advisors
Pennsylvania
$186K +$108K +800 +135%
TWA
499
TCI Wealth Advisors
Arizona
$185K +$13.6K +101 +8%
RWM
500
Raffa Wealth Management
District of Columbia
$182K +$943 +7 +0.5%
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