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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
501
PFG Investments
New York
$569K -$10.6K -63 -2%
SB
502
Strategic Blueprint
Georgia
$569K +$543K +3,216 New
QCM
503
Quantinno Capital Management
New York
$566K +$319K +1,887 +144%
FFM
504
Forum Financial Management
Illinois
$556K +$844 +5 +0.2%
IWA
505
Icon Wealth Advisors
Texas
$556K -$9.96K -59 -2%
WGC
506
Watts Gwilliam & Co
Arizona
$556K +$506 +3 +0.1%
AWA
507
Archvest Wealth Advisors
California
$554K +$2.19K +13 +0.4%
SEIA
508
Signature Estate & Investment Advisors
California
$550K +$2.19K +13 +0.4%
PIMG
509
Patriot Investment Management Group
Tennessee
$545K – – –
KFI
510
Key Financial Inc
Pennsylvania
$544K – – –
TNA
511
True North Advisors
Texas
$535K +$4.39K +26 +0.9%
AT
512
American Trust
Kentucky
$535K +$16.5K +98 +3%
QT
513
Quantbot Technologies
New York
$530K -$1.02M -6,049 -67%
RWM
514
Riverbend Wealth Management
South Carolina
$530K – – –
FBB
515
Fulton Breakefield Broenniman
Maryland
$530K -$13.5K -80 -3%
CWM
516
Cahaba Wealth Management
Georgia
$530K +$2.36K +14 +0.5%
SCM
517
Sage Capital Management
New Jersey
$528K +$2.03K +12 +0.4%
CWM
518
Castle Wealth Management
Florida
$528K +$169 +1 +0%
DJSG
519
D.J. St. Germain
Massachusetts
$526K – – –
BFM
520
Broadview Financial Management
Wisconsin
$526K +$2.36K +14 +0.5%
WP
521
WealthPLAN Partners
Nebraska
$525K -$34.9K -207 -7%
HF
522
HRT Financial
New York
$523K -$1.86K -11 -0.4%
AP
523
Appleton Partners
Massachusetts
$520K +$59.4K +352 +14%
AA
524
Ancora Advisors
Ohio
$517K -$11.8K -70 -2%
CNBT
525
Canandaigua National Bank & Trust
New York
$511K – – –
19 20
21
22 23