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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
401
Crescent Grove Advisors
Illinois
$1.61M +$15.3K +129 +1%
FPS
402
Fieldpoint Private Securities
Connecticut
$1.61M +$284K +2,393 +21%
GRP
403
Global Retirement Partners
California
$1.61M -$116K -975 -7%
NIMC
404
NWQ Investment Management Company
California
$1.6M +$1.04M +8,783 +185%
MSWMA
405
Market Street Wealth Management Advisors
Indiana
$1.57M – – –
TFA
406
Tobias Financial Advisors
Florida
$1.55M -$1.21M -10,174 -44%
RVPG
407
Relative Value Partners Group
$1.55M +$22.8K +192 +1%
AIC
408
Ameritas Investment Company
Nebraska
$1.54M – – –
BP
409
Ballentine Partners
Massachusetts
$1.53M – – –
SS
410
Simplicity Solutions
Minnesota
$1.53M +$3.68K +31 +0.2%
LWCFA
411
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.53M +$1.54M +12,993 New
HS
412
Horan Securities
United States
$1.53M -$10.4K -88 -0.7%
PFM
413
Phillips Financial Management
Indiana
$1.52M -$111K -940 -7%
OC
414
Oppenheimer & Co
New York
$1.52M -$352K -2,966 -19%
FMWA
415
Forvis Mazars Wealth Advisors
Missouri
$1.51M -$8.54K -72 -0.6%
SWM
416
Southern Wealth Management
Texas
$1.5M +$709K +5,981 +89%
ACA
417
Anchor Capital Advisors
Massachusetts
$1.49M +$68.1K +574 +5%
PGFC
418
Peapack-Gladstone Financial Corp
New Jersey
$1.48M -$131K -1,105 -8%
CFA
419
Carroll Financial Associates
North Carolina
$1.48M -$54.2K -457 -4%
MCM
420
Mitchell Capital Management
Kansas
$1.46M +$314K +2,645 +27%
SCA
421
Stillwater Capital Advisors
Pennsylvania
$1.45M -$396K -3,335 -21%
WAG
422
Winthrop Advisory Group
Massachusetts
$1.45M -$10.7K -90 -0.7%
BWM
423
BT Wealth Management
Georgia
$1.44M +$356 +3 +0%
VFA
424
Voya Financial Advisors
Connecticut
$1.44M +$16.6K +140 +1%
FT
425
Fiduciary Trust
Massachusetts
$1.42M +$238K +2,005 +20%
15 16
17
18 19