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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
326
Pure Financial Advisors
California
$950K -$22.2K -220 -2%
KTC
327
Kistler-Tiffany Companies
Pennsylvania
$949K -$12K -119 -1%
FPTW
328
Franklin, Parlapiano, Turner & Welch
Texas
$945K -$73.4K -727 -7%
IWMPD
329
Integrated Wealth Management (Palm Desert)
California
$942K -$5.45K -54 -0.6%
AAM
330
Autus Asset Management
Arizona
$938K +$433K +4,290 +89%
CM
331
Cornerstone Management
Georgia
$938K -$319K -3,155 -26%
3AM
332
3D Asset Management
Connecticut
$937K -$31.1K -308 -3%
PGFC
333
Peapack-Gladstone Financial Corp
New Jersey
$927K -$27.3K -270 -3%
OCG
334
Opus Capital Group
Ohio
$919K – – –
TFA
335
Transamerica Financial Advisors
Florida
$915K +$408K +4,045 +84%
SCA
336
STALEY CAPITAL ADVISERS
Pennsylvania
$914K – – –
I
337
IberiaBank
Louisiana
$912K +$263K +2,604 +42%
ST
338
Spinnaker Trust
Maine
$911K – – –
RC
339
Rinet Company
Massachusetts
$902K – – –
BCP
340
Berkeley Capital Partners
Georgia
$883K +$470K +4,659 +120%
NCMW
341
Northern Capital Management (Wisconsin)
Wisconsin
$882K -$9.09K -90 -1%
SMC
342
Smith, Moore & Co
Missouri
$847K -$3.53K -35 -0.4%
VIA
343
Vantage Investment Advisors
Pennsylvania
$844K +$29K +287 +4%
MWM
344
Modera Wealth Management
New Jersey
$837K -$34.9K -346 -4%
FHB
345
First Hawaiian Bank
Hawaii
$831K -$8.18K -81 -1%
AA
346
Ancora Advisors
Ohio
$830K +$19.1K +189 +2%
FCBT
347
First Citizens Bank & Trust
North Carolina
$827K +$557K +5,513 +221%
BAS
348
Brown Advisory Securities
Maryland
$816K -$24.2K -240 -3%
FC
349
Forte Capital
New York
$815K – – –
HCIA
350
Hochman Cole Investment Advisors
Illinois
$815K – – –
12 13
14
15 16