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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
401
CPWM LLC
Washington
$541K +$121K +1,144 +29%
CAAS
402
Capital Asset Advisory Services
Michigan
$537K – – –
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$537K +$39.5K +375 +8%
ACA
404
Anchor Capital Advisors
Massachusetts
$534K – – –
CCM
405
Coldstream Capital Management
Washington
$528K +$119K +1,129 +29%
LNWWM
406
Laird Norton Wetherby Wealth Management
California
$518K +$517K +4,903 New
OAM
407
Occidental Asset Management
California
$516K -$483K -4,582 -48%
DWT
408
Dorsey & Whitney Trust
South Dakota
$500K – – –
MPI
409
Mairs & Power Inc
Minnesota
$500K – – –
AFP
410
Ausdal Financial Partners
Iowa
$493K -$9.38K -89 -2%
CCT
411
Capital City Trust
Florida
$491K – – –
FNBT
412
FineMark National Bank & Trust
Florida
$472K +$105 +1 +0%
IB
413
Intrust Bank
Kansas
$465K – – –
MCM
414
Maple Capital Management
Vermont
$462K – – –
PCM
415
Pointe Capital Management
Michigan
$458K +$71K +673 +18%
SHWM
416
Smith & Howard Wealth Management
Georgia
$449K -$179K -1,699 -29%
TCM
417
Tradition Capital Management
New Jersey
$448K – – –
HCM
418
Harvest Capital Management
New Hampshire
$445K -$5.27K -50 -1%
NC
419
Northpointe Capital
Michigan
$444K – – –
FMWA
420
Forvis Mazars Wealth Advisors
Missouri
$443K -$72K -683 -14%
GG
421
Gofen & Glossberg
Illinois
$433K -$7.59K -72 -2%
GWS
422
Glassman Wealth Services
Virginia
$430K +$429K +4,071 New
CONA
423
Capital One National Association
New York
$429K – – –
RW
424
Rand Wealth
Maryland
$429K – – –
SPC
425
Sigma Planning Corp
Michigan
$426K +$3.27K +31 +0.8%
15 16
17
18 19