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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
401
Wintrust Investments
Illinois
$3.85M +$2.58M +15,245 +243%
MCM
402
Manchester Capital Management
Vermont
$3.84M – – –
HFP
403
Holistic Financial Partners
Indiana
$3.82M -$34K -201 -0.9%
MFG
404
Magnus Financial Group
New York
$3.77M -$404K -2,390 -10%
RI
405
Rinkey Investments
California
$3.75M +$3.54M +20,938 New
TFCP
406
Twin Focus Capital Partners
Massachusetts
$3.73M – – –
CSPIA
407
Cary Street Partners Investment Advisory
Virginia
$3.73M -$272K -1,605 -7%
SSB
408
Sandy Spring Bank
Maryland
$3.7M +$321K +1,899 +10%
WFA
409
Wellspring Financial Advisors
Ohio
$3.66M -$126K -742 -4%
AIM
410
Acropolis Investment Management
Missouri
$3.61M -$222K -1,310 -6%
FAM
411
Forte Asset Management
New York
$3.61M +$1.56M +9,218 +84%
KAH
412
Kathryn A. Hall
$3.61M – – –
SMC
413
Smith, Moore & Co
Missouri
$3.6M +$23.9K +141 +0.7%
FPAS
414
Focus Partners Advisor Solutions
Missouri
$3.59M +$1.45M +8,595 +75%
EWM
415
EPG Wealth Management
Georgia
$3.56M +$11.8K +70 +0.4%
1WM
416
1900 Wealth Management
Texas
$3.55M -$231K -1,366 -6%
WGC
417
Watts Gwilliam & Co
Arizona
$3.54M +$3.38M +19,950 New
RWM
418
Raffa Wealth Management
District of Columbia
$3.53M -$2.48M -14,685 -43%
CIC
419
Carnegie Investment Counsel
Ohio
$3.51M +$2.2K +13 +0.1%
DADC
420
D.A. Davidson & Co
Montana
$3.48M -$1.01M -5,982 -24%
HIA
421
Harbor Investment Advisory
Maryland
$3.47M +$6.09K +36 +0.2%
NS
422
NBC Securities
Alabama
$3.41M +$48.2K +285 +2%
SLT
423
St Louis Trust
Missouri
$3.4M – – –
AWM
424
Avior Wealth Management
Nebraska
$3.34M +$2.78M +16,457 +747%
NCM
425
Next Capital Management
New York
$3.33M +$35.4K +209 +1%
15 16
17
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