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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
376
Alta Wealth Advisors
Massachusetts
$4.3M +$33.3K +197 +0.8%
IC
377
IEQ Capital
California
$4.27M +$221K +1,308 +6%
PCIA
378
Prime Capital Investment Advisors
Kansas
$4.25M +$1.77M +10,490 +79%
SWM
379
Spire Wealth Management
Virginia
$4.25M -$98.8K -584 -2%
DPI
380
Diversified Portfolios Inc
Michigan
$4.23M -$11.7K -69 -0.3%
AMG
381
Asset Management Group
Connecticut
$4.2M +$15.6K +92 +0.4%
SFG
382
Sage Financial Group
Pennsylvania
$4.19M -$444K -2,624 -10%
QWM
383
Quadcap Wealth Management
Texas
$4.17M -$271K -1,604 -6%
PPWP
384
Premier Path Wealth Partners
New Jersey
$4.17M -$2.18M -12,893 -36%
ATC
385
Argent Trust Co
Tennessee
$4.11M -$188K -1,114 -5%
FA
386
FC Advisory
Pennsylvania
$4.09M -$172K -1,015 -4%
RCAG
387
Rehmann Capital Advisory Group
Michigan
$4.06M -$705K -4,165 -16%
NEPWA
388
New England Private Wealth Advisors
Massachusetts
$4.05M +$15.2K +90 +0.4%
OCM
389
One Capital Management
California
$4.03M -$1.69K -10 -0%
MMG
390
Monetary Management Group
Missouri
$4.01M +$187K +1,107 +5%
FMC
391
First Merchants Corp
Indiana
$4.01M +$795K +4,696 +27%
FWCM
392
Ferguson Wellman Capital Management
Oregon
$4M -$19.3K -114 -0.5%
TDWM
393
Topel & Distasi Wealth Management
California
$3.95M -$72.4K -428 -2%
PBF
394
Petix & Botte Financial
California
$3.95M +$3.73M +22,056 New
WTB
395
Washington Trust Bank
Washington
$3.94M -$10.8M -63,711 -74%
WP
396
Wealthspan Partners
Iowa
$3.93M -$53.3K -315 -1%
VA
397
Valmark Advisers
Ohio
$3.9M +$27.9K +165 +0.8%
SHF
398
Stage Harbor Financial
Massachusetts
$3.9M – – –
SFA
399
Sequoia Financial Advisors
Ohio
$3.89M +$46.9K +277 +1%
WAP
400
Wealthcare Advisory Partners
Pennsylvania
$3.88M +$316K +1,869 +9%
14 15
16
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