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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
476
Prospera Financial Services
Texas
$725K +$727K +4,363 New
FWP
477
Falcon Wealth Planning
California
$722K +$26.3K +158 +4%
TNA
478
True North Advisors
Texas
$714K +$15.7K +94 +2%
FFM
479
Forum Financial Management
Illinois
$714K +$717K +4,303 New
ASBI
480
American State Bank (Iowa)
Iowa
$712K +$24K +144 +3%
TP
481
Tranquility Partners
Tennessee
$712K -$162K -974 -19%
YWP
482
YorkBridge Wealth Partners
New York
$708K – – –
IMOV
483
Investment Management of Virginia
Virginia
$707K +$710K +4,260 New
ASN
484
Advisory Services Network
Georgia
$706K +$250K +1,502 +55%
PCMC
485
Paragon Capital Management (Colorado)
Colorado
$694K +$36.7K +220 +6%
MFW
486
Mosaic Family Wealth
Missouri
$693K +$500 +3 +0.1%
AR
487
Advisory Research
Illinois
$692K -$6.09M -36,562 -90%
IC
488
Intersect Capital
California
$692K -$26.7K -160 -4%
AFC
489
AFT Forsyth & Company
Florida
$683K +$167 +1 +0%
PFM
490
Parsec Financial Management
North Carolina
$670K -$333 -2 -0%
KIC
491
Kensington Investment Counsel
California
$669K +$671K +4,027 New
CFA
492
Cahill Financial Advisors
Minnesota
$665K -$25.8K -155 -4%
EC
493
Estate Counselors
Wisconsin
$655K -$43.3K -260 -6%
ANB
494
Amarillo National Bank
Texas
$652K +$7.67K +46 +1%
GIA
495
Gladstone Institutional Advisory
Florida
$650K +$42.2K +253 +7%
CWM
496
CCG Wealth Management
California
$648K +$5K +30 +0.8%
KFA
497
Kelleher Financial Advisors
New York
$639K – – –
WF
498
Welch & Forbes
Massachusetts
$635K -$108K -650 -15%
PHAM
499
Palisades Hudson Asset Management
Florida
$635K +$6.67K +40 +1%
AP
500
Appleton Partners
Massachusetts
$630K -$51.3K -308 -8%
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