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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
551
Mission Wealth Management
California
$647K +$95K +454 +18%
HAG
552
HighPoint Advisor Group
Illinois
$643K -$12.3K -59 -2%
IA
553
Integrity Alliance
Iowa
$642K +$28.7K +137 +5%
AA
554
Ancora Advisors
Ohio
$641K -$5.02K -24 -0.8%
CNBT
555
Canandaigua National Bank & Trust
New York
$641K +$606K +2,896 New
STA
556
Summit Trail Advisors
New York
$639K +$63K +301 +12%
SGCA
557
Steel Grove Capital Advisors
Tennessee
$638K – – –
SEIA
558
Signature Estate & Investment Advisors
California
$636K -$19.3K -92 -3%
FCFC
559
First Commonwealth Financial Corp
Pennsylvania
$633K -$10.5K -50 -2%
SCA
560
St. Clair Advisors
Ohio
$632K – – –
FBB
561
Fulton Breakefield Broenniman
Maryland
$626K -$14.7K -70 -2%
CFP
562
Catalyst Financial Partners
Massachusetts
$621K -$24.5K -117 -4%
SI
563
Shaker Investments
Ohio
$619K – – –
CP
564
Creekside Partners
California
$608K +$837 +4 +0.1%
DC
565
Davenport & Co
Virginia
$606K -$3.98K -19 -0.7%
FSAG
566
Financial Solutions Advisory Group
Illinois
$604K – – –
HIP
567
HUB Investment Partners
Texas
$603K +$342K +1,633 +149%
PA
568
Procyon Advisors
Connecticut
$601K +$45K +215 +9%
SCM
569
SCS Capital Management
Massachusetts
$599K -$121K -579 -18%
ASBI
570
American State Bank (Iowa)
Iowa
$599K -$595K -2,841 -51%
MOS
571
MGO One Seven
Ohio
$598K +$52.3K +250 +10%
MG
572
Mather Group
Illinois
$594K +$126K +602 +29%
PPC
573
Pennington Partners & Co
Maryland
$593K +$209 +1 +0%
EWM
574
Evermay Wealth Management
Virginia
$588K -$16.7K -80 -3%
LA
575
Legacy Advisors
Pennsylvania
$587K – – –
21 22
23
24 25