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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AZA
426
Arthur Zaske & Associates
Michigan
$687K -$3.24K -30 -0.5%
CWM
427
Confluence Wealth Management
Oregon
$678K – – –
CAAS
428
Capital Asset Advisory Services
Michigan
$676K +$103K +953 +19%
AWA
429
Arete Wealth Advisors
Illinois
$675K +$651K +6,022 New
SPWA
430
SteelBridge Private Wealth Advisors
Florida
$673K +$219K +2,023 +51%
CIA
431
Choate Investment Advisors
Massachusetts
$665K – – –
EWA
432
Exencial Wealth Advisors
Oklahoma
$650K – – –
DWM
433
Dakota Wealth Management
Florida
$644K -$9.84K -91 -2%
LA
434
Lau Associates
Delaware
$642K – – –
SPC
435
Sigma Planning Corp
Michigan
$631K +$173K +1,598 +40%
YWP
436
YorkBridge Wealth Partners
New York
$625K +$614K +5,677 New
NHC
437
Nicholas Hoffman & Company
Georgia
$620K +$594K +5,494 New
CBA
438
Coastal Bridge Advisors
Connecticut
$611K +$589K +5,451 New
B
439
Brightworth
Georgia
$609K +$335K +3,098 +132%
WS
440
Wedbush Securities
California
$591K +$15.1K +140 +3%
BMCM
441
Bryn Mawr Capital Management
Pennsylvania
$581K +$560K +5,184 New
CCM
442
Canal Capital Management
Virginia
$577K +$557K +5,150 New
PFA
443
Paradigm Financial Advisors
Missouri
$572K -$158K -1,461 -22%
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$569K – – –
LNWWM
445
Laird Norton Wetherby Wealth Management
California
$549K – – –
BFPW
446
BOK Financial Private Wealth
Colorado
$544K +$525K +4,852 New
CCT
447
Capital City Trust
Florida
$541K +$19.5K +180 +4%
DWT
448
Dorsey & Whitney Trust
South Dakota
$530K – – –
MPI
449
Mairs & Power Inc
Minnesota
$530K – – –
OAM
450
Occidental Asset Management
California
$528K -$18.9K -175 -4%
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