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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
276
Haverford Trust Company
Pennsylvania
$1.04M -$56.3K -537 -5%
MAS
277
Madden Advisory Services
Florida
$1.03M – – –
NEPPG
278
New England Professional Planning Group
Rhode Island
$1.03M +$325K +3,100 +45%
NCMW
279
Northern Capital Management (Wisconsin)
Wisconsin
$1.03M – – –
RBC
280
Ronald Blue & Co
Georgia
$1.03M +$10.7K +102 +1%
NFG
281
Next Financial Group
Texas
$1.02M +$77.1K +735 +8%
CFA
282
Cahill Financial Advisors
Minnesota
$1.02M +$36.3K +346 +4%
FPTW
283
Franklin, Parlapiano, Turner & Welch
Texas
$1.02M – – –
HB
284
Homrich & Berg
Georgia
$1.01M -$51.3K -489 -5%
EWM
285
Evercore Wealth Management
New York
$985K – – –
BBHC
286
Brown Brothers Harriman & Co
New York
$978K -$36K -343 -3%
IWMPD
287
Integrated Wealth Management (Palm Desert)
California
$969K +$7.24K +69 +0.7%
BAAM
288
Baker Avenue Asset Management
California
$963K +$20.8K +198 +2%
SCA
289
STALEY CAPITAL ADVISERS
Pennsylvania
$945K – – –
RCM
290
Rivernorth Capital Management
Florida
$936K -$303K -2,887 -24%
HSA
291
HBK Sorce Advisory
Pennsylvania
$925K +$940K +8,967 New
OCG
292
Opus Capital Group
Ohio
$908K – – –
DDPIC
293
Deroy & Devereaux Private Investment Counsel
Michigan
$905K -$75.6K -721 -8%
IP
294
Investment Partners
Ohio
$885K +$115K +1,093 +15%
ST
295
Spinnaker Trust
Maine
$869K +$590K +5,623 +201%
FANJ
296
Financial Architects (New Jersey)
New Jersey
$866K -$62.9K -600 -7%
RA
297
RFG Advisory
Alabama
$862K +$876K +8,357 New
FHB
298
First Hawaiian Bank
Hawaii
$860K -$11.5K -110 -1%
PFA
299
Pure Financial Advisors
California
$854K -$51K -486 -6%
FC
300
Forte Capital
New York
$847K -$210 -2 -0%
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