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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
376
Tiedemann Advisors
New York
$1.04M +$1.05M +9,682 New
AAM
377
Autus Asset Management
Arizona
$1.03M -$22.4K -207 -2%
KTC
378
Kistler-Tiffany Companies
Pennsylvania
$1.03M -$3.24K -30 -0.3%
CFG
379
Citizens Financial Group
Rhode Island
$1.01M -$62.2K -575 -6%
I
380
IberiaBank
Louisiana
$1.01M -$15.2K -141 -2%
OCG
381
Opus Capital Group
Ohio
$997K – – –
SCA
382
STALEY CAPITAL ADVISERS
Pennsylvania
$992K – – –
ST
383
Spinnaker Trust
Maine
$988K – – –
RC
384
Rinet Company
Massachusetts
$982K +$1.3K +12 +0.1%
PFA
385
Pure Financial Advisors
California
$964K -$45.9K -425 -5%
HTC
386
Haverford Trust Company
Pennsylvania
$952K -$228K -2,105 -20%
TI
387
Truepoint Inc
Ohio
$945K -$30.7K -284 -3%
HCIA
388
Hochman Cole Investment Advisors
Illinois
$943K +$216 +2 +0%
NCMW
389
Northern Capital Management (Wisconsin)
Wisconsin
$932K -$24.3K -225 -3%
NFG
390
Nations Financial Group
Iowa
$915K -$218K -2,014 -20%
3AM
391
3D Asset Management
Connecticut
$909K -$58.7K -543 -6%
FHB
392
First Hawaiian Bank
Hawaii
$902K – – –
CC
393
Courier Capital
New York
$894K +$35.7K +330 +4%
SS
394
Simplicity Solutions
Minnesota
$894K +$451K +4,174 +110%
MC
395
Middleton & Co
Massachusetts
$886K +$222K +2,055 +35%
UFF
396
USA Financial Formulas
Michigan
$885K +$854K +7,898 New
FC
397
Forte Capital
New York
$872K – – –
TWA
398
TCI Wealth Advisors
Arizona
$864K – – –
N
399
Natixis
France
$863K +$574K +5,308 +222%
WA
400
WFG Advisors
Texas
$860K +$256K +2,366 +45%
14 15
16
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