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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
551
Hollencrest Capital Management
California
$382K – – –
BAAM
552
Baker Avenue Asset Management
California
$381K +$26.8K +180 +7%
APW
553
Austin Private Wealth
Texas
$379K – – –
PP
554
Patten & Patten
Tennessee
$378K -$44.6K -300 -10%
OLA
555
Oliver Luxxe Assets
New Jersey
$377K -$11.2K -75 -3%
CFG
556
Citizens Financial Group
Rhode Island
$376K +$446 +3 +0.1%
MWP
557
MYCIO Wealth Partners
Pennsylvania
$370K +$1.19K +8 +0.3%
SFG
558
Sage Financial Group
Pennsylvania
$369K +$404K +2,713 New
FCH
559
Freestone Capital Holdings
Washington
$365K -$595 -4 -0.1%
EPA
560
Element Pointe Advisors
Florida
$362K – – –
MAM
561
Marotta Asset Management
Virginia
$362K – – –
CAG
562
Curtis Advisory Group
California
$360K +$393K +2,642 New
CWM
563
Cahaba Wealth Management
Georgia
$352K -$9.08K -61 -2%
IWP
564
Icon Wealth Partners
Texas
$351K -$10.3K -69 -3%
PRWA
565
Platte River Wealth Advisors
Colorado
$351K – – –
CS
566
Cannell & Spears
New York
$349K – – –
HF
567
Halpern Financial
Virginia
$349K – – –
KFI
568
Key Financial Inc
Pennsylvania
$344K – – –
DY
569
Dowling & Yahnke
California
$342K +$5.95K +40 +2%
BCM
570
BTC Capital Management
Iowa
$340K – – –
DJSG
571
D.J. St. Germain
Massachusetts
$336K – – –
MP
572
McDonald Partners
Ohio
$330K +$7.44K +50 +2%
CS
573
Capital Square
Tennessee
$327K +$13.4K +90 +4%
FWM
574
FSA Wealth Management
Massachusetts
$326K -$5.56M -37,350 -94%
WAS
575
WESPAC Advisors SoCal
California
$325K -$152K -1,020 -30%
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