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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
501
PFG Advisors
Arizona
$389K -$20.4K -173 -6%
DY
502
Dowling & Yahnke
California
$389K +$2.6K +22 +0.8%
SCA
503
St. Clair Advisors
Ohio
$387K +$347K +2,941 New
FCA
504
FinTrust Capital Advisors
South Carolina
$384K -$8.38K -71 -2%
WI
505
Wedgewood Investors
Pennsylvania
$381K – – –
RG
506
Rikoon Group
New Mexico
$372K +$1.06K +9 +0.3%
LFF
507
Level Four Financial
Texas
$370K +$331K +2,808 New
HF
508
Halpern Financial
Virginia
$359K -$56.5K -479 -15%
MWP
509
MYCIO Wealth Partners
Pennsylvania
$352K +$1.18K +10 +0.4%
DFA
510
DHJJ Financial Advisors
Illinois
$350K +$314K +2,659 New
DTC
511
Davidson Trust Company
Washington
$348K -$53.2K -451 -15%
LFAS
512
Level Four Advisory Services
Texas
$343K +$57.2K +485 +23%
APW
513
Austin Private Wealth
Texas
$333K – – –
PCMC
514
Paragon Capital Management (Colorado)
Colorado
$329K -$49.7K -421 -14%
SS
515
Simplicity Solutions
Minnesota
$328K -$18.4K -156 -6%
M
516
MOTCO
Texas
$325K – – –
CIR
517
Clear Investment Research
Georgia
$323K -$19.2K -163 -6%
BCM
518
Beddow Capital Management
Wyoming
$321K -$5.9K -50 -2%
CPIG
519
Chicago Partners Investment Group
Illinois
$318K +$261K +2,211 New
FFBTD
520
First Financial Bank - Trust Division
Ohio
$316K -$3.54K -30 -1%
WA
521
WealthTrust Axiom
Pennsylvania
$315K +$283K +2,395 New
TNB
522
TCF National Bank
South Dakota
$314K – – –
CAM
523
Cozad Asset Management
Illinois
$312K +$4.72K +40 +2%
PA
524
Parkside Advisors
California
$308K +$1.53K +13 +0.6%
PP
525
Patron Partners
Texas
$307K +$275K +2,331 New
19 20
21
22 23