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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
476
True North Advisors
Texas
$565K -$18.6K -125 -3%
AG
477
Appleton Group
Wisconsin
$565K +$4.91K +33 +0.8%
PWM
478
Perigon Wealth Management
California
$562K +$101K +679 +20%
AFC
479
AFT Forsyth & Company
Florida
$560K – – –
BWM
480
Baystate Wealth Management
Massachusetts
$554K +$264K +1,772 +77%
CFA
481
Cahill Financial Advisors
Minnesota
$548K +$15.3K +103 +3%
PFM
482
Parsec Financial Management
North Carolina
$545K – – –
AWA
483
Arkadios Wealth Advisors
Georgia
$545K +$117K +789 +25%
AWM
484
Aprio Wealth Management
Georgia
$543K -$11.2K -75 -2%
ANB
485
Amarillo National Bank
Texas
$534K – – –
SS
486
Simplicity Solutions
Minnesota
$531K +$580K +3,898 New
EAM
487
Evanson Asset Management
California
$527K +$43.2K +290 +8%
SF
488
Summit Financial
New Jersey
$524K -$13.7K -92 -2%
PHAM
489
Palisades Hudson Asset Management
Florida
$523K +$1.34K +9 +0.2%
DPI
490
Diversified Portfolios Inc
Michigan
$520K +$16.2K +109 +3%
CAL
491
Capital Analysts LLC
Pennsylvania
$512K +$23.8K +160 +4%
AWA
492
Aletheian Wealth Advisors
Washington
$511K -$87.6K -589 -14%
D
493
Dentgroup
Louisiana
$510K +$205K +1,381 +58%
AP
494
Appleton Partners
Massachusetts
$509K – – –
WF
495
Welch & Forbes
Massachusetts
$508K – – –
FFG
496
Fullen Financial Group
Ohio
$507K +$2.23K +15 +0.4%
CAAM
497
Cornerstone Advisors Asset Management
Pennsylvania
$504K -$298 -2 -0.1%
CWM
498
CCG Wealth Management
California
$503K -$27.8K -187 -5%
WA
499
Wealthstream Advisors
New York
$498K +$6.1K +41 +1%
SWA
500
Strategies Wealth Advisors
Michigan
$498K +$2.23K +15 +0.4%
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20
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