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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
351
Ameritas Advisory Services
Nebraska
$4.49M -$26.4K -161 -0.6%
SFG
352
Sage Financial Group
Pennsylvania
$4.49M +$954K +5,809 +27%
STA
353
Summit Trail Advisors
New York
$4.48M – – –
SHWM
354
Smith & Howard Wealth Management
Georgia
$4.42M +$420K +2,555 +11%
GVAG
355
Great Valley Advisor Group
Delaware
$4.39M +$288K +1,751 +7%
IC
356
Innealta Capital
Texas
$4.38M – – –
EC
357
Estate Counselors
Wisconsin
$4.37M -$389K -2,370 -8%
AWA
358
Alta Wealth Advisors
Massachusetts
$4.36M -$117K -712 -3%
OC
359
Oppenheimer & Co
New York
$4.32M +$650K +3,957 +18%
RIL
360
Rothschild Investment LLC
Illinois
$4.29M +$122K +743 +3%
AAM
361
Aureus Asset Management
Massachusetts
$4.29M – – –
DCM
362
Dimension Capital Management
Florida
$4.27M +$733K +4,465 +21%
MA
363
Mutual Advisors
Nebraska
$4.26M +$122K +743 +3%
MPPLM
364
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$4.26M +$4.21M +25,661 New
AAS
365
Avantax Advisory Services
Texas
$4.26M -$88.7K -540 -2%
JF
366
Jump Financial
Illinois
$4.2M +$4.16M +25,326 New
HWA
367
Hillcrest Wealth Advisors
New Jersey
$4.19M -$567K -3,450 -12%
DPI
368
Diversified Portfolios Inc
Michigan
$4.17M -$193K -1,173 -4%
HNB
369
Huntington National Bank
Ohio
$4.12M – – –
AMG
370
Asset Management Group
Connecticut
$4.09M +$16.4K +100 +0.4%
RCA
371
Riverview Capital Advisers
Massachusetts
$4.09M +$3.47M +21,117 +601%
WFS
372
Widmann Financial Services
Maryland
$4.08M -$88.2K -537 -2%
CB
373
Community Bank
New York
$4.06M +$271K +1,648 +7%
KPW
374
Kore Private Wealth
New York
$4.06M +$180K +1,093 +5%
DADC
375
D.A. Davidson & Co
Montana
$4.03M -$78.5K -478 -2%
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