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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
NEPWA
376
New England Private Wealth Advisors
Massachusetts
$4.78M +$312K +1,682 +7%
DPI
377
Diversified Portfolios Inc
Michigan
$4.78M +$24.6K +133 +0.5%
UB
378
UMB Bank
Missouri
$4.78M -$70.2K -379 -2%
SI
379
Saxon Interests
Texas
$4.76M – – –
VA
380
Valmark Advisers
Ohio
$4.67M +$52K +281 +1%
FMC
381
First Merchants Corp
Indiana
$4.65M +$131K +710 +3%
PI
382
PineBridge Investments
New York
$4.63M -$1.18M -6,354 -21%
TWP
383
Total Wealth Planning
Ohio
$4.62M +$4.11M +22,175 +1,356%
TLA
384
Tanglewood Legacy Advisors
Texas
$4.6M -$1.01M -5,427 -19%
ACA
385
Anchor Capital Advisors
Massachusetts
$4.6M +$1.1M +5,926 +33%
RCA
386
Riverview Capital Advisers
Massachusetts
$4.6M -$36.7K -198 -0.8%
CA
387
Cornerstone Advisory
Maryland
$4.59M -$105K -566 -2%
CM
388
Columbus Macro
Pennsylvania
$4.58M -$208K -1,123 -5%
TWM
389
Tolleson Wealth Management
Texas
$4.57M -$11.1K -60 -0.3%
MA
390
Mutual Advisors
Nebraska
$4.55M -$90.7K -490 -2%
GSWM
391
Golden State Wealth Management
California
$4.54M -$432K -2,333 -9%
OCM
392
One Capital Management
California
$4.53M -$87.8K -474 -2%
AUB
393
Atlantic Union Bankshares
Virginia
$4.47M +$3.67M +19,804 +613%
CGL
394
Clarius Group LLC
Washington
$4.43M – – –
TFA
395
TPG Financial Advisors
Oregon
$4.43M -$350K -1,890 -8%
SFA
396
Sequoia Financial Advisors
Ohio
$4.42M -$213K -1,148 -5%
MMG
397
Monetary Management Group
Missouri
$4.41M -$18.5K -100 -0.4%
HCMT
398
Highland Capital Management (Tennessee)
Tennessee
$4.4M -$31.1K -168 -0.7%
AMG
399
Asset Management Group
Connecticut
$4.33M +$17.2K +93 +0.4%
FWCM
400
Ferguson Wellman Capital Management
Oregon
$4.28M -$272K -1,466 -6%
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