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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
401
Prospera Financial Services
Texas
$266K +$5.87K +56 +2%
HIMC
402
Heritage Investors Management Corp
Maryland
$264K -$189K -1,800 -41%
HCM
403
Hollencrest Capital Management
California
$260K -$4.2K -40 -2%
BHBT
404
Burke & Herbert Bank & Trust
Virginia
$259K -$524 -5 -0.2%
CC
405
Cassaday & Co
Virginia
$259K +$26.8K +256 +11%
JIC
406
Joel Isaacson & Co
New York
$257K +$219K +2,086 +516%
RFA
407
Reilly Financial Advisors
California
$254K -$74.7K -712 -22%
LBC
408
Lowe Brockenbrough & Co
Virginia
$250K – – –
DBT
409
Dubuque Bank & Trust
Iowa
$248K – – –
KIA
410
KCM Investment Advisors
California
$239K -$72K -687 -23%
FPCP
411
Fort Point Capital Partners
California
$239K -$57.2K -545 -19%
PP
412
Palladium Partners
Virginia
$239K – – –
RPGK
413
Retirement Planning Group (Kansas)
Kansas
$238K -$103K -985 -30%
EVC
414
Eidelman Virant Capital
Missouri
$234K +$1.15K +11 +0.5%
CCM
415
Condor Capital Management
New Jersey
$232K +$839 +8 +0.4%
FWM
416
Focused Wealth Management
New York
$231K +$14.4K +137 +7%
KL
417
KWMG LLC
Kansas
$230K – – –
RC
418
RegentAtlantic Capital
New Jersey
$229K -$12.6K -120 -5%
AI
419
Accredited Investors
Minnesota
$229K – – –
TWA
420
TCI Wealth Advisors
Arizona
$228K +$47.2K +450 +26%
BOTW
421
Bank of the West
California
$226K -$52.4K -500 -19%
RT
422
Rockland Trust
Massachusetts
$224K – – –
FBA
423
Front Barnett Associates
Illinois
$219K – – –
CI
424
Cambiar Investors
Colorado
$215K +$218K +2,080 New
NIA
425
Northstar Investment Advisors
Colorado
$214K – – –
15 16
17
18 19