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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
376
Grimes & Company
Massachusetts
$337K +$342K +3,265 New
AA
377
ALPS Advisors
Colorado
$329K +$92.3K +880 +38%
NFC
378
Northeast Financial Consultants
Connecticut
$327K – – –
MWP
379
MYCIO Wealth Partners
Pennsylvania
$327K +$1.47K +14 +0.4%
EB
380
Eastern Bank
Massachusetts
$326K – – –
CCM
381
Coldstream Capital Management
Washington
$326K +$33.2K +317 +11%
SCM
382
Sterneck Capital Management
Missouri
$325K -$27.5K -262 -8%
AIM
383
Allen Investment Management
New York
$324K – – –
LW
384
Linscomb Wealth
Texas
$317K – – –
SWM
385
SVA Wealth Management
Wisconsin
$311K – – –
RBC
386
Roble Belko & Company
Pennsylvania
$304K – – –
CL
387
CPWM LLC
Washington
$304K +$839 +8 +0.3%
CWA
388
Cypress Wealth Advisors
California
$304K +$309K +2,945 New
CG
389
Colony Group
Massachusetts
$302K -$18.8K -179 -6%
S
390
SignatureFD
Georgia
$298K +$186K +1,775 +159%
RCA
391
Rex Capital Advisors
Rhode Island
$296K -$207K -1,975 -41%
KCM
392
Karp Capital Management
California
$291K -$10.5K -100 -3%
PTC
393
Private Trust Company
Ohio
$283K -$218K -2,080 -43%
QCMC
394
Quantum Capital Management (California)
California
$281K -$10.1K -96 -3%
FWP
395
FAS Wealth Partners
Kansas
$275K – – –
NSAM
396
North Star Asset Management
Wisconsin
$275K +$279K +2,662 New
FMW
397
Farr Miller & Washington
District of Columbia
$271K +$276K +2,630 New
AIS
398
American Investment Services
Massachusetts
$270K – – –
CRC
399
Curi RMB Capital
Illinois
$269K +$59.8K +570 +28%
HIM
400
Hanlon Investment Management
New Jersey
$266K – – –
14 15
16
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