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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
451
Allen Investment Management
New York
$307K – – –
RIA
452
Regal Investment Advisors
Michigan
$306K +$3.38K +34 +1%
EWA
453
EP Wealth Advisors
California
$299K +$53.7K +541 +21%
WP
454
WMS Partners
Maryland
$298K +$1.49K +15 +0.5%
SCA
455
Salient Capital Advisors
Texas
$293K -$31.9K -321 -10%
CWA
456
Cypress Wealth Advisors
California
$291K +$1.29K +13 +0.4%
RBC
457
Roble Belko & Company
Pennsylvania
$288K – – –
JWM
458
Jacobus Wealth Management
Wisconsin
$288K +$292K +2,947 New
BBPWM
459
Blue Bell Private Wealth Management
Pennsylvania
$286K -$49.6K -500 -15%
SFS
460
Strategic Financial Services
New York
$286K +$290K +2,920 New
RCA
461
Rex Capital Advisors
Rhode Island
$284K +$1.59K +16 +0.6%
RIL
462
Rothschild Investment LLC
Illinois
$283K +$2.08K +21 +0.7%
TWA
463
TCI Wealth Advisors
Arizona
$271K -$29.8K -300 -10%
S
464
SignatureFD
Georgia
$271K – – –
FWP
465
FAS Wealth Partners
Kansas
$261K – – –
FMW
466
Farr Miller & Washington
District of Columbia
$257K – – –
AIS
467
American Investment Services
Massachusetts
$256K – – –
DY
468
Dowling & Yahnke
California
$256K +$259K +2,614 New
JIC
469
Joel Isaacson & Co
New York
$255K – – –
HIM
470
Hanlon Investment Management
New Jersey
$252K – – –
CT
471
Cambridge Trust
Massachusetts
$251K -$31.1K -313 -11%
GWM
472
Gupta Wealth Management
California
$248K – – –
BFS
473
Bradley Foster & Sargent
Connecticut
$247K – – –
HCM
474
Hollencrest Capital Management
California
$247K – – –
BHBT
475
Burke & Herbert Bank & Trust
Virginia
$245K – – –
17 18
19
20 21