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iShares Russell 2000 Value ETF
IWN

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
726
Regent Investment Management
Kentucky
$223K – – –
B
727
Bensler
Washington
$221K +$219K +1,372 New
AAS
728
Annex Advisory Services
Wisconsin
$221K -$35.6K -223 -14%
AIS
729
American Investment Services
Massachusetts
$221K – – –
3LCM
730
3D/L Capital Management
Connecticut
$221K +$797 +5 +0.4%
SAM
731
S.A. Mason
Michigan
$220K – – –
WFA
732
Wellspring Financial Advisors
Ohio
$220K – – –
WAOTB
733
Wealth Advisors of Tampa Bay
Florida
$218K – – –
RHP
734
Royal Harbor Partners
Texas
$215K – – –
IA
735
IFG Advisory
Georgia
$214K -$16.4K -103 -7%
CT
736
Cambridge Trust
Massachusetts
$214K +$136K +853 +181%
ICG
737
InterOcean Capital Group
Tennessee
$212K – – –
RMDI
738
R.M. Davis Inc
Maine
$211K +$208K +1,305 New
GG
739
Greenwood Gearhart
Arkansas
$210K -$26.3K -165 -11%
HPC
740
HM Payson & Co
Maine
$210K – – –
LWA
741
LWS Wealth Advisors
New Jersey
$210K +$319 +2 +0.2%
KF
742
Krilogy Financial
Missouri
$209K -$8.77K -55 -4%
MWM
743
Mission Wealth Management
California
$209K -$1.12K -7 -0.5%
CIA
744
Capital Investment Advisors
Georgia
$209K +$206K +1,292 New
RCAMU
745
Rothschild & Co Asset Management US
Connecticut
$206K -$303K -1,902 -60%
PCM
746
Pointe Capital Management
Michigan
$206K – – –
SFM
747
Signet Financial Management
New Jersey
$203K -$49.1K -308 -20%
CCG
748
Chatham Capital Group
Georgia
$202K – – –
PGA
749
Portland Global Advisors
Maine
$202K – – –
SWA
750
SOA Wealth Advisors
New York
$201K +$319 +2 +0.2%
28 29
30
31 32