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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SCG
226
Sonata Capital Group
Washington
$4.12M -$621K -5,333 -13%
CS
227
Comerica Securities
Michigan
$4.08M -$67.2K -577 -2%
BOS
228
Bingham Osborn & Scarborough
California
$4.03M -$400K -3,434 -9%
LWA
229
Lenox Wealth Advisors
New York
$3.98M +$23.1K +198 +0.6%
MFP
230
Mosaic Financial Partners
California
$3.94M -$99K -850 -2%
DPI
231
Diversified Portfolios Inc
Michigan
$3.93M -$26K -223 -0.7%
DLHL
232
Donald L. Hagan LLC
Florida
$3.9M +$1.21M +10,416 +46%
MLICM
233
Metropolitan Life Insurance Company (MetLife)
New York
$3.89M -$3.37M -28,900 -47%
SSW
234
Smith Shellnut Wilson
Mississippi
$3.85M +$971K +8,333 +34%
MPM
235
Meritage Portfolio Management
Kansas
$3.83M +$230K +1,978 +7%
IWM
236
IHT Wealth Management
Illinois
$3.79M +$3.51M +30,151 +1,944%
WSTAM
237
Wilbanks Smith & Thomas Asset Management
Virginia
$3.78M -$103K -884 -3%
RTS
238
Round Table Services
New Jersey
$3.78M -$139K -1,194 -4%
FUBT
239
First United Bank & Trust
Maryland
$3.78M -$991K -8,506 -21%
WTC
240
WhitTier Trust Company
Nevada
$3.77M – – –
UR
241
USCA RIA
Texas
$3.72M – – –
CGL
242
Clarius Group LLC
Washington
$3.63M – – –
DMC
243
Drexel Morgan & Co
Pennsylvania
$3.62M -$1.74M -14,895 -33%
BAM
244
Berkshire Asset Management
Pennsylvania
$3.59M +$3.61K +31 +0.1%
OC
245
Oppenheimer & Co
New York
$3.55M -$632K -5,424 -15%
FIMS
246
FBL Investment Management Services
Iowa
$3.44M – – –
OFG
247
Oxford Financial Group
Indiana
$3.41M +$18.6K +160 +0.6%
JFG
248
JMG Financial Group
Illinois
$3.39M -$5.71K -49 -0.2%
AI
249
Atria Investments
North Carolina
$3.35M -$286K -2,454 -8%
CA
250
Cornerstone Advisory
Maryland
$3.33M -$130K -1,115 -4%
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