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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
251
Tobias Financial Advisors
Florida
$5.59M +$5.4M +40,953 New
SIM
252
Strategic Investment Management
Virginia
$5.42M – – –
Citadel Advisors
253
Citadel Advisors
Florida
$5.4M +$376K +2,850 +8%
MWP
254
MYCIO Wealth Partners
Pennsylvania
$5.35M -$381K -2,891 -7%
ABC
255
Associated Banc-Corp
Wisconsin
$5.32M -$24.1K -183 -0.5%
IWA
256
Independence Wealth Advisors
Virginia
$5.27M -$19.5K -148 -0.4%
CWM
257
Cahaba Wealth Management
Georgia
$5.26M -$59.2K -449 -1%
DMC
258
Drexel Morgan & Co
Pennsylvania
$5.26M +$304K +2,305 +6%
SW
259
SlateStone Wealth
Florida
$5.26M -$459K -3,479 -8%
SFG
260
Sunburst Financial Group
Alabama
$5.25M +$5.07M +38,451 New
LW
261
Linscomb Wealth
Texas
$5.22M +$4.59M +34,794 +1,000%
ACA
262
Anchor Capital Advisors
Massachusetts
$5.18M -$1.72M -13,023 -26%
IWM
263
IHT Wealth Management
Illinois
$5.08M -$929K -7,052 -16%
LFG
264
LifePlan Financial Group
Ohio
$5.07M -$130K -988 -3%
RCAMU
265
Rothschild & Co Asset Management US
Connecticut
$5.03M +$1.68M +12,751 +53%
SCM
266
SOL Capital Management
Maryland
$4.98M +$198K +1,500 +4%
Diamond Hill Capital Management
267
Diamond Hill Capital Management
Ohio
$4.97M +$4.8M +36,403 New
HCA
268
Harbour Capital Advisors
Virginia
$4.96M -$51.4K -390 -1%
RIL
269
Rothschild Investment LLC
Illinois
$4.96M +$95.2K +722 +2%
CB
270
Community Bank
New York
$4.91M -$3.29K -25 -0.1%
CCWA
271
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.91M +$57.2K +434 +1%
MA
272
MUFG Americas
New York
$4.86M +$531K +4,028 +13%
HWA
273
Hillcrest Wealth Advisors
New Jersey
$4.83M +$65.9K +500 +1%
AI
274
Accredited Investors
Minnesota
$4.82M +$80.8K +613 +2%
CS
275
Comerica Securities
Michigan
$4.79M -$1.1M -8,382 -19%
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