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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
QCMC
401
Quantum Capital Management (California)
California
$254K – – –
AIP
402
Ameritas Investment Partners
Nebraska
$251K -$78.1K -787 -23%
FWP
403
FAS Wealth Partners
Kansas
$248K – – –
RP
404
Riverbridge Partners
Minnesota
$245K -$75.7K -763 -23%
FMW
405
Farr Miller & Washington
District of Columbia
$245K – – –
AIS
406
American Investment Services
Massachusetts
$244K – – –
JIC
407
Joel Isaacson & Co
New York
$243K +$11.2K +113 +5%
HIM
408
Hanlon Investment Management
New Jersey
$241K – – –
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$239K +$178K +1,797 +304%
HIMC
410
Heritage Investors Management Corp
Maryland
$239K – – –
GWM
411
Gupta Wealth Management
California
$236K -$159K -1,602 -39%
HCM
412
Hollencrest Capital Management
California
$236K – – –
TAM
413
Todd Asset Management
Kentucky
$236K +$251K +2,527 New
CAL
414
Capital Analysts LLC
Pennsylvania
$236K +$251K +2,527 New
BFS
415
Bradley Foster & Sargent
Connecticut
$235K -$145K -1,458 -37%
EWA
416
EP Wealth Advisors
California
$235K +$250K +2,519 New
BHBT
417
Burke & Herbert Bank & Trust
Virginia
$233K – – –
FPCP
418
Fort Point Capital Partners
California
$233K +$17.4K +175 +8%
LBC
419
Lowe Brockenbrough & Co
Virginia
$226K – – –
DBT
420
Dubuque Bank & Trust
Iowa
$225K – – –
BOTW
421
Bank of the West
California
$224K +$21.5K +217 +10%
RFA
422
Reilly Financial Advisors
California
$223K -$7.45K -75 -3%
ACM
423
Advisors Capital Management
New Jersey
$220K +$234K +2,362 New
KIA
424
KCM Investment Advisors
California
$216K – – –
PP
425
Palladium Partners
Virginia
$216K – – –
15 16
17
18 19