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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
426
NorthRock Partners
Minnesota
$2.76M -$826K -5,500 -21%
BWM
427
BigSur Wealth Management
Florida
$2.73M – – –
EWM
428
EPG Wealth Management
Georgia
$2.73M -$13.4K -89 -0.4%
SMC
429
Smith, Moore & Co
Missouri
$2.7M -$53.3K -355 -2%
BFG
430
Beacon Financial Group
Texas
$2.69M -$17.7K -118 -0.6%
SWM
431
Spire Wealth Management
Virginia
$2.68M -$476K -3,169 -14%
SWA
432
SOA Wealth Advisors
New York
$2.65M +$27.9K +186 +1%
MAM
433
MMA Asset Management
Pennsylvania
$2.65M -$157K -1,045 -5%
SSB
434
Sandy Spring Bank
Maryland
$2.63M +$271K +1,804 +10%
TCBWMS
435
Texas Capital Bank Wealth Management Services
Texas
$2.62M +$311K +2,072 +12%
HIA
436
Harbor Investment Advisory
Maryland
$2.62M +$68.8K +458 +2%
BB
437
Busey Bank
Illinois
$2.6M -$36.5K -243 -1%
TFA
438
TPG Financial Advisors
Oregon
$2.58M +$2.85M +18,996 New
OWM
439
Opes Wealth Management
California
$2.51M -$56.8K -378 -2%
FMC
440
First Merchants Corp
Indiana
$2.5M +$143K +950 +5%
WTA
441
Washington Trust Advisors
Massachusetts
$2.48M – – –
BBHC
442
Brown Brothers Harriman & Co
New York
$2.44M +$489K +3,256 +22%
VAS
443
Vestmark Advisory Solutions
Massachusetts
$2.44M +$2.11M +14,013 +353%
AWM
444
Aprio Wealth Management
Georgia
$2.43M +$75.4K +502 +3%
BTI
445
Blue Trust Inc
Georgia
$2.43M +$338K +2,247 +15%
GT
446
Glenview Trust
Kentucky
$2.42M -$7.81K -52 -0.3%
AWA
447
Arkadios Wealth Advisors
Georgia
$2.41M +$487K +3,244 +22%
BAM
448
Berkshire Asset Management
Pennsylvania
$2.41M -$576K -3,831 -18%
CIC
449
Carnegie Investment Counsel
Ohio
$2.38M +$28.7K +191 +1%
CWM
450
Castle Wealth Management
Florida
$2.38M – – –
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