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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
501
Institute for Wealth Management
Colorado
$459K -$145K -1,000 -22%
CFGS
502
Concourse Financial Group Securities
Alabama
$454K -$1.01K -7 -0.2%
CWM
503
Castle Wealth Management
Florida
$453K – – –
NW
504
NewEdge Wealth
Pennsylvania
$453K +$244K +1,688 +93%
YWP
505
YorkBridge Wealth Partners
New York
$452K -$103K -715 -17%
GIA
506
Gladstone Institutional Advisory
Florida
$447K -$23.1K -160 -4%
GCM
507
Gator Capital Management
Florida
$436K – – –
AA
508
Alesco Advisors
New York
$435K – – –
PA
509
PFG Advisors
Arizona
$434K +$486K +3,365 New
TAM
510
Townsend Asset Management
North Carolina
$433K – – –
OLA
511
Oliver Luxxe Assets
New Jersey
$430K +$81.8K +566 +20%
BBP
512
Banco BTG Pactual
Brazil
$429K +$481K +3,326 New
RCAG
513
Rehmann Capital Advisory Group
Michigan
$429K -$414K -2,862 -46%
PIMG
514
Patriot Investment Management Group
Tennessee
$428K – – –
CB
515
Cadence Bank
Mississippi
$428K +$480K +3,318 New
HIP
516
HUB Investment Partners
Texas
$427K -$220K -1,521 -31%
BFM
517
Broadview Financial Management
Wisconsin
$422K -$1.01K -7 -0.2%
SWM
518
Spire Wealth Management
Virginia
$420K -$132K -914 -22%
EWM
519
Evermay Wealth Management
Virginia
$419K – – –
VI
520
Versor Investments
New York
$419K – – –
CFA
521
Cahill Financial Advisors
Minnesota
$418K -$114K -790 -20%
KTA
522
Keeley-Teton Advisors
Illinois
$415K -$50.6K -350 -10%
DT
523
Diversified Trust
Tennessee
$414K +$50.7K +351 +12%
ATPW
524
Ashton Thomas Private Wealth
Arizona
$410K -$241K -1,667 -34%
EBA
525
Eagle Bay Advisors
New York
$409K -$146K -1,008 -24%
19 20
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