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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
451
Dorsey & Whitney Trust
South Dakota
$544K – – –
MPI
452
Mairs & Power Inc
Minnesota
$544K – – –
BFG
453
Beacon Financial Group
Texas
$539K +$184K +1,603 +52%
SHWM
454
Smith & Howard Wealth Management
Georgia
$532K +$63.6K +555 +14%
OAM
455
Occidental Asset Management
California
$531K -$10.7K -93 -2%
AFP
456
Ausdal Financial Partners
Iowa
$526K -$11.8K -103 -2%
RW
457
Rand Wealth
Maryland
$522K +$20.6K +180 +4%
PCM
458
Pointe Capital Management
Michigan
$517K -$4.54M -39,615 -90%
CTC
459
Central Trust Company
Missouri
$514K +$57.3K +500 +13%
FWIA
460
Fort Washington Investment Advisors
Ohio
$511K – – –
BTW
461
Boston Trust Walden
Massachusetts
$510K – – –
BFEC
462
Benjamin F. Edwards & Company
Missouri
$499K +$487K +4,250 +4,570%
EFSCE
463
Enterprise Financial Services Corp (EFSC)
Missouri
$493K +$5.04K +44 +1%
MCM
464
Maple Capital Management
Vermont
$491K -$11.4K -99 -2%
TCM
465
Tradition Capital Management
New Jersey
$487K – – –
AIP
466
Ameritas Investment Partners
Nebraska
$482K +$168K +1,464 +53%
KWM
467
Kingsview Wealth Management
Oregon
$481K +$480K +4,188 New
WA
468
WealthTrust-Arizona
Arizona
$478K +$229 +2 +0%
GG
469
Gofen & Glossberg
Illinois
$471K – – –
BBPWM
470
Blue Bell Private Wealth Management
Pennsylvania
$470K -$1.15K -10 -0.2%
JC
471
Jentner Corp
Ohio
$463K – – –
FMWA
472
Forvis Mazars Wealth Advisors
Missouri
$461K -$21.1K -184 -4%
CONA
473
Capital One National Association
New York
$458K -$8.71K -76 -2%
TPWA
474
TRUE Private Wealth Advisors
Oregon
$458K -$5.5K -48 -1%
HCM
475
Harvest Capital Management
New Hampshire
$453K -$20.1K -175 -4%
17 18
19
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