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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
401
True North Advisors
Texas
$1.52M +$31.9K +256 +2%
ACM
402
Anfield Capital Management
California
$1.51M +$1.75M +14,027 +1,130%
GRP
403
Global Retirement Partners
California
$1.51M -$25.2K -202 -1%
SCA
404
Stillwater Capital Advisors
Pennsylvania
$1.47M +$554K +4,446 +43%
WA
405
Wealth Alliance
New York
$1.47M +$1.85M +14,851 New
DCM
406
Dimension Capital Management
Florida
$1.46M -$35.8K -287 -2%
BWM
407
Baystate Wealth Management
Massachusetts
$1.46M +$1.61M +12,886 +715%
BAS
408
Brown Advisory Securities
Maryland
$1.45M -$49K -393 -3%
SWMG
409
Strategic Wealth Management Group
Maryland
$1.45M +$338K +2,709 +23%
PWS
410
Peloton Wealth Strategists
Indiana
$1.44M +$476K +3,823 +36%
HW
411
Hancock Whitney
Mississippi
$1.41M -$884K -7,095 -33%
FPS
412
Fieldpoint Private Securities
Connecticut
$1.41M -$156K -1,252 -8%
PFM
413
Phillips Financial Management
Indiana
$1.4M -$9.1K -73 -0.5%
NEPWA
414
New England Private Wealth Advisors
Massachusetts
$1.4M +$34.1K +274 +2%
BP
415
Ballentine Partners
Massachusetts
$1.38M – – –
SC
416
Savant Capital
Illinois
$1.35M +$136K +1,095 +9%
FWCM
417
Ferguson Wellman Capital Management
Oregon
$1.35M +$26.2K +210 +2%
CFG
418
Cooper Financial Group
California
$1.34M +$88.4K +709 +6%
HS
419
Horan Securities
United States
$1.34M -$1.32M -10,579 -44%
VAS
420
Vestmark Advisory Solutions
Massachusetts
$1.33M +$1.67M +13,366 New
MHS
421
M Holdings Securities
Oregon
$1.32M +$1.66M +13,320 New
MSWMA
422
Market Street Wealth Management Advisors
Indiana
$1.32M -$59.2K -475 -3%
SS
423
Simplicity Solutions
Minnesota
$1.31M +$587K +4,709 +55%
CGA
424
Crescent Grove Advisors
Illinois
$1.31M +$174K +1,398 +12%
LFAS
425
Level Four Advisory Services
Texas
$1.3M -$145K -1,165 -8%
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