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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
226
Wealthspire Advisors (Maryland)
Maryland
$5.46M +$105K +870 +2%
VCA
227
Verdence Capital Advisors
Maryland
$5.38M +$5.24M +43,259 New
DW
228
Domani Wealth
Pennsylvania
$5.28M -$31.5K -260 -0.6%
1IA
229
1834 Investment Advisors
Wisconsin
$5.28M – – –
VFA
230
Valeo Financial Advisors
Indiana
$5.22M +$147K +1,216 +3%
PCG
231
Private Capital Group
Connecticut
$5.2M +$5.06M +41,778 New
IWM
232
IHT Wealth Management
Illinois
$5.17M +$1.11M +9,175 +29%
HCMT
233
Highland Capital Management (Tennessee)
Tennessee
$5.13M +$614K +5,065 +14%
ABC
234
Associated Banc-Corp
Wisconsin
$5.11M +$23.9K +197 +0.5%
LFG
235
LifePlan Financial Group
Ohio
$5.1M – – –
AI
236
Atria Investments
North Carolina
$5.09M +$1.54M +12,719 +45%
TL
237
TrueWealth LLC
Georgia
$5.07M +$4.94M +40,756 New
JP
238
Jana Partners
New York
$5.05M +$4.92M +40,638 New
AAC
239
Acorn Advisory Capital
New York
$5.01M +$4.88M +40,300 New
OFG
240
Oxford Financial Group
Indiana
$4.99M +$1.38M +11,381 +40%
AF
241
Ally Financial
Michigan
$4.97M -$6.06M -50,000 -56%
AW
242
ACG Wealth
Georgia
$4.97M +$8.24K +68 +0.2%
HCA
243
Harbour Capital Advisors
Virginia
$4.93M -$103K -850 -2%
MA
244
MUFG Americas
New York
$4.91M +$328K +2,707 +7%
WT
245
Whittier Trust
California
$4.87M +$39.9K +329 +0.8%
FCBT
246
First Citizens Bank & Trust
North Carolina
$4.82M -$597K -4,929 -11%
AG
247
Appleton Group
Wisconsin
$4.77M +$27K +223 +0.6%
RCAG
248
Rehmann Capital Advisory Group
Michigan
$4.72M -$214K -1,762 -4%
SI
249
SII Investments
Wisconsin
$4.6M -$2.97M -24,544 -40%
UR
250
USCA RIA
Texas
$4.57M +$581K +4,795 +15%
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