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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
476
Appleton Group
Wisconsin
$535K – – –
TNA
477
True North Advisors
Texas
$535K – – –
AFC
478
AFT Forsyth & Company
Florida
$531K – – –
BWM
479
Baystate Wealth Management
Massachusetts
$528K +$3.9K +27 +0.7%
AWM
480
AE Wealth Management
Kansas
$526K -$170K -1,176 -22%
HWA
481
Heritage Wealth Advisors
Virginia
$523K -$83.7K -579 -12%
MMHP
482
Murphy Middleton Hinkle & Parker
Georgia
$522K +$90.2K +624 +18%
ANB
483
Amarillo National Bank
Texas
$506K – – –
EAM
484
Evanson Asset Management
California
$499K – – –
AT
485
American Trust
Kentucky
$496K +$299K +2,066 +116%
PHAM
486
Palisades Hudson Asset Management
Florida
$495K – – –
DPI
487
Diversified Portfolios Inc
Michigan
$492K – – –
DCM
488
Dupont Capital Management
Delaware
$490K -$3.4M -23,523 -86%
AP
489
Appleton Partners
Massachusetts
$490K +$8.53K +59 +2%
AWA
490
Aletheian Wealth Advisors
Washington
$487K +$3.61K +25 +0.7%
WF
491
Welch & Forbes
Massachusetts
$481K – – –
WA
492
Wealthstream Advisors
New York
$479K +$8.24K +57 +2%
CAAM
493
Cornerstone Advisors Asset Management
Pennsylvania
$477K – – –
CT
494
Colonial Trust
South Carolina
$474K +$527K +3,649 New
CAL
495
Capital Analysts LLC
Pennsylvania
$472K -$14.6K -101 -3%
FMN
496
Financial Management Network
California
$471K – – –
AI
497
Accredited Investors
Minnesota
$469K -$1.14M -7,912 -68%
GL
498
Graypoint LLC
New York
$468K -$135K -934 -20%
FFN
499
Focus Financial Network
Minnesota
$468K -$867 -6 -0.2%
IFPG
500
Intrepid Financial Planning Group
Indiana
$460K -$7.66K -53 -1%
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