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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
501
Regent Investment Management
Kentucky
$216K – – –
EGA
502
Eagle Global Advisors
Texas
$215K -$842 -7 -0.3%
MFT
503
Moisand Fitzgerald Tamayo
Florida
$215K – – –
IWA
504
Intercontinental Wealth Advisors
Texas
$215K +$241K +2,003 New
BFM
505
Broadview Financial Management
Wisconsin
$213K +$238K +1,978 New
MBT
506
Montecito Bank & Trust
California
$212K -$481 -4 -0.2%
WF
507
WealthTrust Fairport
Ohio
$212K -$120 -1 -0.1%
NWS
508
Newport Wealth Strategies
California
$210K -$134K -1,110 -38%
KCM
509
Kanawha Capital Management
Virginia
$209K -$12K -100 -5%
BFPW
510
BOK Financial Private Wealth
Colorado
$208K -$247K -2,056 -51%
WF
511
Welch & Forbes
Massachusetts
$207K – – –
FCH
512
Freestone Capital Holdings
Washington
$206K – – –
PL
513
Plancorp LLC
Missouri
$205K -$49.6K -412 -18%
FCBT
514
First Citizens Bank & Trust
North Carolina
$204K +$228K +1,896 New
WCM
515
Weatherstone Capital Management
Colorado
$203K +$16.2K +135 +8%
CA
516
Cornerstone Advisory
Maryland
$202K +$13.2K +110 +6%
AAS
517
Avantax Advisory Services
Texas
$202K +$225K +1,868 New
SMFS
518
Squar Milner Financial Services
California
$200K – – –
SIAS
519
Shine Investment Advisory Services
Colorado
$195K – – –
TCOV
520
Trust Company of Vermont
Vermont
$192K – – –
FTI
521
Fiduciary Trust International
Massachusetts
$186K – – –
MCM
522
Manchester Capital Management
Vermont
$185K – – –
AIM
523
Arcadia Investment Management
Michigan
$177K – – –
LWANC
524
Laurel Wealth Advisors (North Carolina)
North Carolina
$177K +$198K +1,645 New
OC
525
Oakworth Capital
Alabama
$175K -$7.82K -65 -4%
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