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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
526
Cornerstone Advisory
Maryland
$218K -$7.41K -62 -3%
CAG
527
Crestwood Advisors Group
Massachusetts
$217K +$216K +1,806 New
KWM
528
Kingsview Wealth Management
Oregon
$217K +$216K +1,810 New
CCMLC
529
Cardinal Capital Management LLC (Connecticut)
Connecticut
$216K -$15.7M -131,516 -99%
TCOV
530
Trust Company of Vermont
Vermont
$214K – – –
FNT
531
First Nebraska Trust
Nebraska
$213K +$212K +1,774 New
WCM
532
Weatherstone Capital Management
Colorado
$212K -$13.6K -114 -6%
BRWM
533
B. Riley Wealth Management
Tennessee
$210K +$209K +1,752 New
PGFC
534
Peapack-Gladstone Financial Corp
New Jersey
$208K +$207K +1,737 New
PA
535
Pinnacle Associates
New York
$204K -$71.9K -602 -26%
JFGLC
536
Johnson Financial Group LLC (Colorado)
Colorado
$204K +$203K +1,702 New
MWM
537
Meridian Wealth Management
Kentucky
$203K +$202K +1,695 New
TC
538
Telemus Capital
Michigan
$202K +$201K +1,681 New
LWANC
539
Laurel Wealth Advisors (North Carolina)
North Carolina
$197K – – –
OC
540
Oakworth Capital
Alabama
$194K – – –
PFGIA
541
Patriot Financial Group Insurance Agency
Massachusetts
$188K +$8.6K +72 +5%
MSA
542
Mason Street Advisors
Wisconsin
$180K – – –
LA
543
Legacy Advisors
Pennsylvania
$167K +$167K +1,394 New
RWM
544
Raffa Wealth Management
District of Columbia
$167K +$717 +6 +0.4%
AF
545
Allworth Financial
California
$156K +$5.38K +45 +4%
KC
546
Knuff & Co
California
$156K +$131K +1,099 +550%
RE
547
RBC Europe
United Kingdom
$147K – – –
CAL
548
Capital Advisors Ltd
Ohio
$146K – – –
APSP
549
Asset Planning Services (Pennsylvania)
Pennsylvania
$144K -$14.2K -119 -9%
CWM
550
Cranbrook Wealth Management
Michigan
$141K – – –
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