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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
526
Stratos Wealth Advisors
Ohio
$513K – – –
FAIM
527
Financial Advocates Investment Management
Washington
$513K +$23.9K +147 +4%
SFG
528
Sage Financial Group
Pennsylvania
$512K -$22.3K -137 -4%
MWA
529
Monograph Wealth Advisors
California
$510K – – –
CCG
530
Coastwise Capital Group
California
$509K +$116K +716 +31%
BFM
531
Broadview Financial Management
Wisconsin
$508K -$6.17K -38 -1%
CWM
532
Cahaba Wealth Management
Georgia
$506K +$55.6K +342 +13%
AA
533
Ancora Advisors
Ohio
$506K – – –
KFI
534
Key Financial Inc
Pennsylvania
$504K – – –
KMWM
535
Keudell/Morrison Wealth Management
Oregon
$500K – – –
NP
536
NorthRock Partners
Minnesota
$498K – – –
CWM
537
Castle Wealth Management
Florida
$498K -$12.2K -75 -2%
SCA
538
St. Clair Advisors
Ohio
$491K – – –
AP
539
Appleton Partners
Massachusetts
$489K -$60.9K -375 -11%
CB
540
Cadence Bank
Mississippi
$487K +$474K +2,917 New
DTC
541
Davidson Trust Company
Washington
$485K +$57.7K +355 +14%
SWM
542
Spire Wealth Management
Virginia
$483K +$31.2K +192 +7%
CCT
543
Chemung Canal Trust
New York
$483K -$853K -5,252 -64%
CNBT
544
Canandaigua National Bank & Trust
New York
$482K – – –
EFG
545
Embree Financial Group
Illinois
$482K -$13.3K -82 -3%
NL
546
NDWM LLC
California
$482K -$67.7K -417 -13%
CS
547
Cannell & Spears
New York
$482K +$17.5K +108 +4%
ES
548
Eagle Strategies
New York
$481K -$7.8K -48 -2%
LSA
549
Lion Street Advisors
Texas
$480K – – –
NB
550
NBT Bank
New York
$480K -$43K -265 -8%
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