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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAG
476
Rehmann Capital Advisory Group
Michigan
$575K +$209K +1,296 +52%
JFG
477
JMG Financial Group
Illinois
$574K – – –
PTC
478
Private Trust Company
Ohio
$567K -$70.4K -436 -10%
PHAM
479
Palisades Hudson Asset Management
Florida
$567K +$1.29K +8 +0.2%
WF
480
Welch & Forbes
Massachusetts
$563K – – –
SWA
481
Strategies Wealth Advisors
Michigan
$562K +$1.94K +12 +0.3%
CAAM
482
Cornerstone Advisors Asset Management
Pennsylvania
$559K – – –
RWM
483
Rialto Wealth Management
New York
$558K -$23.1K -143 -4%
MWP
484
MYCIO Wealth Partners
Pennsylvania
$558K -$244K -1,510 -29%
SAM
485
Strive Asset Management
Ohio
$554K -$253K -1,567 -30%
LT
486
Legacy Trust
Michigan
$553K +$37.5K +232 +7%
GIA
487
Gladstone Institutional Advisory
Florida
$551K -$12.3K -76 -2%
BJL
488
Brighton Jones LLC
Washington
$547K -$162 -1 -0%
DPI
489
Diversified Portfolios Inc
Michigan
$546K – – –
JFGIW
490
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$545K -$15K -93 -3%
HWA
491
Heritage Wealth Advisors
Virginia
$544K -$64.6K -400 -10%
OSAM
492
O'Shaughnessy Asset Management
Connecticut
$542K -$1.61K -10 -0.3%
GIS
493
Grayhawk Investment Strategies
Alberta, Canada
$541K -$162K -1,000 -22%
PSA
494
Plum Street Advisors
Louisiana
$538K – – –
JWA
495
JFS Wealth Advisors
Pennsylvania
$537K +$23.7K +147 +4%
VCP
496
Verus Capital Partners
Arizona
$535K -$153K -946 -21%
CC
497
Chicago Capital
Illinois
$530K -$11.3K -70 -2%
RWIA
498
Roger Wittlin Investment Advisory
California
$529K -$177K -1,094 -24%
TIAAOA
499
Teachers Insurance & Annuity Association of America
New York
$528K – – –
TAM
500
Townsend Asset Management
North Carolina
$527K +$1.78K +11 +0.3%
18 19
20
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