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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
301
SOL Capital Management
Maryland
$2.13M -$97.5K -850 -4%
FFA
302
Fragasso Financial Advisors
Pennsylvania
$2.13M -$42.9K -374 -2%
AAS
303
Annex Advisory Services
Wisconsin
$2.12M -$167K -1,460 -7%
AB
304
Amalgamated Bank
New York
$2.11M -$1.03M -8,959 -33%
SSWM
305
Sheets Smith Wealth Management
North Carolina
$2.1M -$28.9K -252 -1%
QCG
306
Quadrant Capital Group
Ohio
$2.1M – – –
HCM
307
HM Capital Management
Missouri
$2.1M – – –
WA
308
Waverly Advisors
Alabama
$2.02M +$1.56M +13,609 +339%
BB
309
Busey Bank
Illinois
$2M -$8.6K -75 -0.4%
TFA
310
Transamerica Financial Advisors
Florida
$1.97M +$1.53M +13,328 +349%
GFPC
311
Global Financial Private Capital
Florida
$1.95M +$1.94M +16,955 New
FT
312
Fiduciary Trust
Massachusetts
$1.93M -$165K -1,442 -8%
FIM
313
Freedom Investment Management
Connecticut
$1.92M -$336K -2,933 -15%
SC
314
SouthState Corp
Florida
$1.91M -$39.6K -345 -2%
FTIOP
315
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.89M -$129K -1,125 -6%
MWP
316
MYCIO Wealth Partners
Pennsylvania
$1.89M -$38K -331 -2%
VFA
317
Voya Financial Advisors
Connecticut
$1.87M -$117K -1,017 -6%
HWM
318
Highwater Wealth Management
Colorado
$1.86M -$60K -523 -3%
WI
319
WBI Investments
New Jersey
$1.82M +$1.03M +9,003 +132%
AB
320
Atlas Brown
Kentucky
$1.8M +$15.4K +134 +0.9%
MIAN
321
Mariner Independent Advisor Network
Kansas
$1.8M -$30.6M -266,921 -94%
MMG
322
Monetary Management Group
Missouri
$1.77M -$208K -1,813 -11%
SFA
323
Sequoia Financial Advisors
Ohio
$1.76M -$213K -1,860 -10%
BSW
324
Buckingham Strategic Wealth
Missouri
$1.76M -$28.2K -246 -2%
BIC
325
Bridges Investment Counsel
Nebraska
$1.76M +$33.3K +290 +2%
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