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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
376
Great Lakes Advisors
Illinois
$1.22M -$245K -1,968 -16%
JWA
377
JFS Wealth Advisors
Pennsylvania
$1.2M – – –
PWPS
378
Pinnacle Wealth Planning Services
Ohio
$1.19M -$822K -6,594 -40%
MCM
379
Manchester Capital Management
Vermont
$1.19M – – –
TIM
380
Tortoise Investment Management
New York
$1.17M – – –
SCA
381
Stillwater Capital Advisors
Pennsylvania
$1.16M – – –
FNT
382
First National Trust
Pennsylvania
$1.16M -$238K -1,906 -16%
AWM
383
AE Wealth Management
Kansas
$1.15M +$292K +2,339 +32%
WI
384
Wintrust Investments
Illinois
$1.14M +$306K +2,451 +35%
CW
385
Cobiz Wealth
Colorado
$1.13M -$77.3K -620 -6%
WAG
386
Winthrop Advisory Group
Massachusetts
$1.12M +$39.6K +318 +4%
CL
387
CPWM LLC
Washington
$1.12M +$674K +5,405 +139%
BFPW
388
BOK Financial Private Wealth
Colorado
$1.11M -$69.4K -557 -6%
FFA
389
Fragasso Financial Advisors
Pennsylvania
$1.1M -$42.6K -342 -4%
LDB
390
Lee, Danner & Bass
Tennessee
$1.1M +$1.14M +9,151 New
SCA
391
STALEY CAPITAL ADVISERS
Pennsylvania
$1.09M – – –
GC
392
Garde Capital
Washington
$1.08M +$21.4K +172 +2%
FMWA
393
Forvis Mazars Wealth Advisors
Missouri
$1.08M +$591K +4,740 +112%
FTIOP
394
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.04M -$775K -6,215 -42%
TWA
395
TCI Wealth Advisors
Arizona
$1.03M -$2K -16 -0.2%
AWM
396
Altium Wealth Management
New York
$1.03M -$1.62K -13 -0.2%
CS
397
Credit Suisse
Switzerland
$1.03M +$1.07M +8,575 New
CWS
398
Cypress Wealth Services
California
$1.03M +$50.6K +406 +5%
FHB
399
First Hawaiian Bank
Hawaii
$1.01M – – –
MWM
400
Merriman Wealth Management
Washington
$1.01M -$53.6K -430 -5%
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