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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
326
Allen Investment Management
New York
$2.55M – – –
MGIA
327
Moneta Group Investment Advisors
Missouri
$2.53M +$92.9K +773 +4%
KCM
328
Karp Capital Management
California
$2.51M -$174K -1,449 -7%
OPCM
329
Osborne Partners Capital Management
California
$2.49M – – –
KP
330
Keel Point
Alabama
$2.46M +$983K +8,183 +69%
PFA
331
Pathway Financial Advisors
Vermont
$2.42M +$101K +842 +4%
SFA
332
Sequoia Financial Advisors
Ohio
$2.41M -$3.41M -28,410 -59%
FTUS
333
Flow Traders U.S.
New York
$2.39M +$2.33M +19,352 New
CW
334
Cobiz Wealth
Colorado
$2.38M -$185K -1,540 -7%
PWPS
335
Pinnacle Wealth Planning Services
Ohio
$2.38M +$58.4K +486 +3%
FMC
336
First Merchants Corp
Indiana
$2.35M – – –
AAM
337
Aureus Asset Management
Massachusetts
$2.32M -$49.4K -411 -2%
BB
338
Busey Bank
Illinois
$2.31M +$122K +1,019 +6%
FUBT
339
First United Bank & Trust
Maryland
$2.28M -$524K -4,360 -19%
CCT
340
Country Club Trust
Missouri
$2.27M -$2.2M -18,277 -50%
MFW
341
Mosaic Family Wealth
Missouri
$2.27M -$60.3K -502 -3%
MMG
342
Monetary Management Group
Missouri
$2.27M -$153K -1,275 -6%
OC
343
Oppenheimer & Co
New York
$2.27M +$1.56K +13 +0.1%
GG
344
GenWealth Group
New Jersey
$2.26M +$17.7K +147 +0.8%
CL
345
CPWM LLC
Washington
$2.25M +$999K +8,311 +84%
GA
346
GFS Advisors
Texas
$2.23M -$67.7K -563 -3%
WAG
347
Winthrop Advisory Group
Massachusetts
$2.19M +$240 +2 +0%
EVM
348
Eaton Vance Management
Massachusetts
$2.18M +$2.13M +17,683 New
CCM
349
Colorado Capital Management
Colorado
$2.17M – – –
IWP
350
Icon Wealth Partners
Texas
$2.17M -$525K -4,368 -20%
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