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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
526
Archvest Wealth Advisors
California
$599K -$22.3K -115 -4%
FFM
527
Forum Financial Management
Illinois
$599K +$2.71K +14 +0.4%
SAM
528
Smithbridge Asset Management
Pennsylvania
$598K -$610K -3,153 -50%
PI
529
PFG Investments
New York
$597K -$28.5K -147 -4%
HTC
530
Haverford Trust Company
Pennsylvania
$589K -$46.3K -239 -7%
PIMG
531
Patriot Investment Management Group
Tennessee
$584K – – –
KFI
532
Key Financial Inc
Pennsylvania
$581K – – –
TNA
533
True North Advisors
Texas
$574K – – –
EFG
534
Embree Financial Group
Illinois
$573K +$387 +2 +0.1%
SWA
535
Strategies Wealth Advisors
Michigan
$573K -$82.5K -426 -12%
BEI
536
Benjamin Edwards Inc
Missouri
$572K +$584K +3,018 New
SCM
537
Sage Capital Management
New Jersey
$571K +$2.13K +11 +0.4%
HWA
538
Heritage Wealth Advisors
Virginia
$569K -$116K -600 -17%
KMWM
539
Keudell/Morrison Wealth Management
Oregon
$569K – – –
RWM
540
Riverbend Wealth Management
South Carolina
$569K – – –
QT
541
Quantbot Technologies
New York
$569K +$581K +3,000 New
CWM
542
Castle Wealth Management
Florida
$567K – – –
CT
543
Caldwell Trust
Florida
$566K -$61.6K -318 -10%
DJSG
544
D.J. St. Germain
Massachusetts
$564K – – –
CWM
545
Cahaba Wealth Management
Georgia
$564K -$8.13K -42 -1%
SEIA
546
Signature Estate & Investment Advisors
California
$562K +$1.55K +8 +0.3%
HAG
547
HighPoint Advisor Group
Illinois
$562K +$7.94K +41 +1%
AWM
548
Apollon Wealth Management
South Carolina
$562K -$45.5K -235 -7%
BFM
549
Broadview Financial Management
Wisconsin
$559K -$12.4K -64 -2%
AA
550
Ancora Advisors
Ohio
$554K – – –
20 21
22
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