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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
351
Gladstone Institutional Advisory
Florida
$4.92M +$223K +1,446 +5%
BAMG
352
Brand Asset Management Group
Missouri
$4.91M -$16.2K -105 -0.4%
HNB
353
Huntington National Bank
Ohio
$4.88M – – –
MPM
354
Meritage Portfolio Management
Kansas
$4.86M -$261K -1,693 -5%
TLA
355
Tanglewood Legacy Advisors
Texas
$4.84M -$25.3K -164 -0.6%
GVAG
356
Great Valley Advisor Group
Delaware
$4.84M -$38.6K -250 -0.8%
RTL
357
Red Tortoise LLC
Georgia
$4.82M +$53.4K +346 +1%
MYIA
358
Mount Yale Investment Advisors
Colorado
$4.79M +$4.48M +29,002 New
DI
359
Disciplined Investments
Oklahoma
$4.79M +$13.7K +89 +0.3%
AI
360
Auour Investments
Massachusetts
$4.78M +$34.1K +221 +0.8%
AF
361
Allworth Financial
California
$4.74M +$290K +1,877 +7%
EIG
362
Ellenbecker Investment Group
Wisconsin
$4.74M -$82.8K -536 -2%
JFG
363
JMG Financial Group
Illinois
$4.74M -$5.71K -37 -0.1%
S
364
SignatureFD
Georgia
$4.71M +$376K +2,432 +9%
JWCA
365
J.W. Cole Advisors
Florida
$4.7M -$13.7K -89 -0.3%
TW
366
Towerpoint Wealth
California
$4.64M -$216K -1,399 -5%
AFCM
367
Applied Finance Capital Management
Puerto Rico
$4.6M +$4.3M +27,859 New
DWT
368
Dorsey & Whitney Trust
South Dakota
$4.58M -$73.2K -474 -2%
WFS
369
Widmann Financial Services
Maryland
$4.56M +$65K +421 +2%
BHPW
370
Beverly Hills Private Wealth
California
$4.56M +$4.26M +27,582 New
AAM
371
Aureus Asset Management
Massachusetts
$4.51M +$228K +1,477 +6%
HWA
372
Hillcrest Wealth Advisors
New Jersey
$4.51M -$77.2K -500 -2%
RA
373
RFG Advisory
Alabama
$4.51M -$766K -4,957 -15%
SFB
374
STAR Financial Bank
Indiana
$4.49M +$45.1K +292 +1%
GWM
375
Geneos Wealth Management
Colorado
$4.48M +$320K +2,070 +8%
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