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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
501
Ancora Advisors
Ohio
$469K – – –
CB
502
Cadence Bank
Mississippi
$468K -$7.98K -59 -2%
PIMG
503
Patriot Investment Management Group
Tennessee
$468K – – –
SVWAG
504
Sound View Wealth Advisors Group
Georgia
$467K -$16K -118 -3%
PA
505
PFG Advisors
Arizona
$466K -$6.49K -48 -1%
CFA
506
Cahill Financial Advisors
Minnesota
$465K +$56K +414 +14%
FP
507
Factorial Partners
New York
$465K -$1.08M -8,000 -71%
CPIG
508
Chicago Partners Investment Group
Illinois
$463K +$33.1K +245 +9%
GIA
509
Gladstone Institutional Advisory
Florida
$463K -$37.9K -280 -8%
DJSG
510
D.J. St. Germain
Massachusetts
$463K +$444K +3,285 New
CAG
511
Curtis Advisory Group
California
$462K +$11.1K +82 +3%
EWM
512
Evermay Wealth Management
Virginia
$460K – – –
RCAG
513
Rehmann Capital Advisory Group
Michigan
$453K -$23.5K -174 -5%
SFG
514
Sage Financial Group
Pennsylvania
$451K – – –
DTC
515
Davidson Trust Company
Washington
$447K -$7.84K -58 -2%
BFM
516
Broadview Financial Management
Wisconsin
$447K -$7.98K -59 -2%
CT
517
Colonial Trust
South Carolina
$445K -$33.8K -250 -7%
SAM
518
Smithbridge Asset Management
Pennsylvania
$444K – – –
JWA
519
JFS Wealth Advisors
Pennsylvania
$443K +$9.87K +73 +2%
HIP
520
HUB Investment Partners
Texas
$443K -$14.5K -107 -3%
FMN
521
Financial Management Network
California
$442K +$135 +1 +0%
KFI
522
Key Financial Inc
Pennsylvania
$440K +$2.7K +20 +0.6%
MCCA
523
Mill Creek Capital Advisors
Pennsylvania
$439K – – –
LFA
524
LGT Financial Advisors
Texas
$436K +$419K +3,100 New
CAL
525
Capital Analysts LLC
Pennsylvania
$435K – – –
19 20
21
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