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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
351
J.W. Cole Advisors
Florida
$3.93M +$1.64M +10,911 +61%
WAM
352
Wakefield Asset Management
Colorado
$3.93M +$28.3K +188 +0.7%
MCWS
353
McKinley Carter Wealth Services
West Virginia
$3.92M -$125K -833 -3%
WTB
354
Washington Trust Bank
Washington
$3.88M +$4.28M +28,496 New
AF
355
Allworth Financial
California
$3.85M -$21.2K -141 -0.5%
GIA
356
Gladstone Institutional Advisory
Florida
$3.85M -$281K -1,868 -6%
BJL
357
Brighton Jones LLC
Washington
$3.83M -$49.6K -330 -1%
FWTB
358
First Western Trust Bank
Colorado
$3.82M -$167K -1,109 -4%
BP
359
Ballentine Partners
Massachusetts
$3.81M – – –
SW
360
SlateStone Wealth
Florida
$3.81M +$171K +1,139 +4%
FA
361
FC Advisory
Pennsylvania
$3.8M -$312K -2,075 -7%
AWA
362
Alta Wealth Advisors
Massachusetts
$3.75M +$23.6K +157 +0.6%
HDIM
363
Hanson & Doremus Investment Management
Vermont
$3.73M – – –
RWA
364
RGT Wealth Advisors
Texas
$3.71M -$1.23M -8,168 -23%
SC
365
Sepio Capital
Utah
$3.68M +$2.26M +15,050 +125%
SFG
366
Sage Financial Group
Pennsylvania
$3.66M +$61.2K +407 +2%
HWA
367
Hillcrest Wealth Advisors
New Jersey
$3.64M -$34.6K -230 -0.9%
BFM
368
Broadview Financial Management
Wisconsin
$3.63M -$122K -812 -3%
SYBT
369
Stock Yards Bank & Trust
Kentucky
$3.58M +$1.14M +7,569 +40%
HNB
370
Huntington National Bank
Ohio
$3.56M – – –
CB
371
Community Bank
New York
$3.56M +$75.1K +500 +2%
AAS
372
Ameritas Advisory Services
Nebraska
$3.54M -$506K -3,367 -11%
AWM
373
AE Wealth Management
Kansas
$3.53M -$241K -1,605 -6%
MA
374
Mutual Advisors
Nebraska
$3.52M +$70.8K +471 +2%
AAM
375
Aureus Asset Management
Massachusetts
$3.51M – – –
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15
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