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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
451
Occidental Asset Management
California
$562K +$24.2K +210 +5%
RW
452
Rand Wealth
Maryland
$560K +$30.6K +266 +6%
DWM
453
Doyle Wealth Management
Florida
$556K -$62.5K -543 -10%
DWT
454
Dorsey & Whitney Trust
South Dakota
$551K – – –
MPI
455
Mairs & Power Inc
Minnesota
$551K – – –
SHWM
456
Smith & Howard Wealth Management
Georgia
$545K +$6.1K +53 +1%
EFS
457
Essex Financial Services
Connecticut
$534K +$185K +1,611 +54%
RFM
458
Royal Fund Management
Florida
$531K +$114K +989 +28%
PFA
459
Paradigm Financial Advisors
Missouri
$530K -$64.9K -564 -11%
CM
460
Cornerstone Management
Georgia
$524K -$240K -2,088 -32%
PCM
461
Pointe Capital Management
Michigan
$522K -$2.3K -20 -0.4%
CTC
462
Central Trust Company
Missouri
$521K – – –
DWM
463
Destination Wealth Management
California
$514K +$138K +1,196 +37%
NG
464
Northstar Group
New York
$506K +$184K +1,600 +58%
EFSCE
465
Enterprise Financial Services Corp (EFSC)
Missouri
$499K – – –
MCM
466
Maple Capital Management
Vermont
$498K – – –
CG
467
Colony Group
Massachusetts
$498K +$160K +1,390 +48%
FWIA
468
Fort Washington Investment Advisors
Ohio
$495K -$23K -200 -4%
TCM
469
Tradition Capital Management
New Jersey
$494K – – –
FMWA
470
Forvis Mazars Wealth Advisors
Missouri
$494K +$26.5K +230 +6%
WA
471
WealthTrust-Arizona
Arizona
$484K – – –
GG
472
Gofen & Glossberg
Illinois
$477K – – –
BBPWM
473
Blue Bell Private Wealth Management
Pennsylvania
$469K -$6.91K -60 -1%
TPWA
474
TRUE Private Wealth Advisors
Oregon
$465K – – –
EWM
475
Evermay Wealth Management
Virginia
$459K – – –
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19
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