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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
451
Caprock Group
Idaho
$282K +$268K +2,858 New
FPCP
452
Fort Point Capital Partners
California
$280K -$33.9K -362 -11%
BB
453
Busey Bank
Illinois
$268K +$254K +2,709 New
FMW
454
Farr Miller & Washington
District of Columbia
$265K +$5.25K +56 +2%
KLI
455
Kelman-Lazarov Inc
Tennessee
$265K +$250K +2,672 New
ATC
456
Argent Trust Co
Tennessee
$264K +$250K +2,668 New
FWP
457
FAS Wealth Partners
Kansas
$263K – – –
AIS
458
American Investment Services
Massachusetts
$258K – – –
HIM
459
Hanlon Investment Management
New Jersey
$255K – – –
SCM
460
Schneider Capital Management
Pennsylvania
$252K +$239K +2,550 New
GWM
461
Gupta Wealth Management
California
$250K – – –
BFS
462
Bradley Foster & Sargent
Connecticut
$249K – – –
HCM
463
Hollencrest Capital Management
California
$249K – – –
FCBT
464
First Citizens Bank & Trust
North Carolina
$247K – – –
KIA
465
KCM Investment Advisors
California
$244K +$14.3K +153 +7%
SCP
466
Syntal Capital Partners
Texas
$242K – – –
LBC
467
Lowe Brockenbrough & Co
Virginia
$240K – – –
PP
468
Palladium Partners
Virginia
$237K +$7.59K +81 +3%
ACM
469
Argentus Capital Management
Texas
$231K -$893K -9,536 -80%
SH
470
Svenska Handelsbanken
Sweden
$231K -$412K -4,403 -65%
SS
471
Simplicity Solutions
Minnesota
$230K -$1.35M -14,402 -86%
PWAG
472
Polaris Wealth Advisory Group
California
$230K -$121K -1,296 -36%
AI
473
Accredited Investors
Minnesota
$230K +$10.4K +111 +5%
PMFA
474
Plante Moran Financial Advisors
Michigan
$227K -$142K -1,518 -40%
WA
475
WFG Advisors
Texas
$225K +$157K +1,680 +282%
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