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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
526
Goodwin Investment Advisory
Georgia
$438K +$441K +3,045 +2,044%
SAM
527
Smithbridge Asset Management
Pennsylvania
$432K – – –
SWA
528
Strategies Wealth Advisors
Michigan
$428K -$19.3K -133 -4%
MCCA
529
Mill Creek Capital Advisors
Pennsylvania
$427K +$452K +3,117 New
SHGA
530
Sand Hill Global Advisors
California
$426K +$217K +1,500 +93%
IWM
531
IHT Wealth Management
Illinois
$426K +$45.8K +316 +11%
KFI
532
Key Financial Inc
Pennsylvania
$425K +$86.1K +594 +24%
CAL
533
Capital Analysts LLC
Pennsylvania
$424K -$37.7K -260 -8%
JWA
534
JFS Wealth Advisors
Pennsylvania
$421K – – –
MWA
535
Monograph Wealth Advisors
California
$419K – – –
FMN
536
Financial Management Network
California
$417K -$7.54K -52 -2%
KMWM
537
Keudell/Morrison Wealth Management
Oregon
$411K -$4.64K -32 -1%
CFP
538
Catalyst Financial Partners
Massachusetts
$410K – – –
SCA
539
St. Clair Advisors
Ohio
$403K – – –
PWM
540
Paulson Wealth Management
Illinois
$400K – – –
C
541
Certuity
Florida
$397K -$2.75K -19 -0.7%
CFA
542
Cahill Financial Advisors
Minnesota
$395K -$27.5K -190 -6%
LSA
543
Lion Street Advisors
Texas
$395K +$417K +2,880 New
TWP
544
Total Wealth Planning
Ohio
$393K – – –
SFC
545
Strategic Financial Concepts
Texas
$393K +$415K +2,866 New
MFA
546
Mayflower Financial Advisors
Massachusetts
$390K +$3.77K +26 +0.9%
CFG
547
Citizens Financial Group
Rhode Island
$389K -$870 -6 -0.2%
PVI
548
Pine Valley Investments
New Jersey
$387K +$428K +2,952 New
CPIG
549
Chicago Partners Investment Group
Illinois
$386K +$25.2K +174 +6%
TC
550
TownSquare Capital
Utah
$386K -$870 -6 -0.2%
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