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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
501
Merriman Wealth Management
Washington
$481K +$456K +3,016 New
EPA
502
Element Pointe Advisors
Florida
$479K +$173K +1,142 +61%
PA
503
PFG Advisors
Arizona
$477K +$6.2K +41 +1%
BA
504
Ballew Advisors
Mississippi
$476K +$445K +2,944 New
CS
505
Cannell & Spears
New York
$473K -$83.9K -555 -16%
SCA
506
St. Clair Advisors
Ohio
$469K – – –
SIM
507
Sonora Investment Management
Arizona
$467K – – –
PCMC
508
Paragon Capital Management (Colorado)
Colorado
$465K +$63.2K +418 +17%
KTA
509
Keeley-Teton Advisors
Illinois
$465K +$441K +2,915 New
CGA
510
Crescent Grove Advisors
Illinois
$464K +$440K +2,909 New
WI
511
Wedgewood Investors
Pennsylvania
$461K – – –
FCA
512
FinTrust Capital Advisors
South Carolina
$459K -$5.29K -35 -1%
RA
513
Rodgers & Associates
Pennsylvania
$455K -$26.6K -176 -6%
RG
514
Rikoon Group
New Mexico
$451K +$756 +5 +0.2%
LFF
515
Level Four Financial
Texas
$451K +$3.33K +22 +0.8%
APW
516
Austin Private Wealth
Texas
$448K +$42.2K +279 +11%
HCM
517
Hollencrest Capital Management
California
$447K +$98.5K +652 +30%
KPWS
518
Kestra Private Wealth Services
Texas
$444K -$247K -1,631 -37%
RFA
519
Reilly Financial Advisors
California
$441K -$73K -483 -15%
DY
520
Dowling & Yahnke
California
$441K -$28K -185 -6%
HH
521
Hilltop Holdings
Texas
$441K +$418K +2,764 New
IWP
522
Icon Wealth Partners
Texas
$439K +$126K +836 +44%
CHJWM
523
Carlton Hofferkamp & Jenks Wealth Management
Texas
$437K -$12.4K -82 -3%
CAM
524
Cozad Asset Management
Illinois
$437K +$56.7K +375 +16%
MWP
525
MYCIO Wealth Partners
Pennsylvania
$426K – – –
19 20
21
22 23