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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
401
Independent Advisor Alliance
North Carolina
$841K +$843K +7,355 New
CPIM
402
Columbia Partners Investment Management
Virginia
$833K – – –
FC
403
Forte Capital
New York
$832K -$63.1K -550 -7%
HW
404
Hancock Whitney
Mississippi
$811K +$809K +7,059 New
ASN
405
Advisory Services Network
Georgia
$803K +$801K +6,986 New
PGFC
406
Peapack-Gladstone Financial Corp
New Jersey
$799K -$415K -3,623 -34%
FANJ
407
Financial Architects (New Jersey)
New Jersey
$787K +$25.2K +220 +3%
DRS
408
Deane Retirement Strategies
Louisiana
$782K -$61.6K -537 -7%
TA
409
Tiedemann Advisors
New York
$779K -$333K -2,900 -30%
AA
410
Ancora Advisors
Ohio
$773K -$89.7K -782 -10%
DDPIC
411
Deroy & Devereaux Private Investment Counsel
Michigan
$772K -$11.5K -100 -1%
FFC
412
First Financial Corp
Indiana
$771K -$103K -895 -12%
MIH
413
Madison Investment Holdings
Wisconsin
$770K +$64.1K +559 +9%
PFPT
414
Pinnacle Financial Partners (Tennessee)
Tennessee
$767K -$397K -3,459 -34%
SPWA
415
SteelBridge Private Wealth Advisors
Florida
$758K +$71.3K +622 +10%
CM
416
Cornerstone Management
Georgia
$757K -$110K -956 -13%
CA
417
Clearstead Advisors
Ohio
$753K +$1.49K +13 +0.2%
EWA
418
Exencial Wealth Advisors
Oklahoma
$747K +$90.5K +789 +14%
SPC
419
Sigma Planning Corp
Michigan
$722K +$74.2K +647 +11%
YWP
420
YorkBridge Wealth Partners
New York
$719K +$68K +593 +10%
WAP
421
Wealthcare Advisory Partners
Pennsylvania
$712K +$6.08K +53 +0.9%
BRWA
422
B. Riley Wealth Advisors
Florida
$712K +$482K +4,202 +212%
AZA
423
Arthur Zaske & Associates
Michigan
$705K – – –
MAS
424
Madden Advisory Services
Florida
$703K -$449K -3,918 -39%
CT
425
Cambridge Trust
Massachusetts
$703K -$22.9K -200 -3%
15 16
17
18 19