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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
451
Tarbox Family Office
California
$726K – – –
PWM
452
Patriot Wealth Management
Texas
$717K – – –
CIA
453
Choate Investment Advisors
Massachusetts
$713K – – –
S
454
SignatureFD
Georgia
$709K -$53.4K -428 -7%
JFA
455
Johanson Financial Advisors
California
$697K +$9.85K +79 +1%
NWP
456
Northstar Wealth Partners
Connecticut
$695K +$723K +5,798 New
WTB
457
Washington Trust Bank
Washington
$690K +$707K +5,671 +6,833%
LA
458
Lau Associates
Delaware
$687K – – –
WS
459
Wedbush Securities
California
$681K +$10.1K +81 +1%
AAC
460
Acorn Advisory Capital
New York
$672K -$4.33M -34,700 -86%
CC
461
Courier Capital
New York
$672K -$13.7K -110 -2%
NCMW
462
Northern Capital Management (Wisconsin)
Wisconsin
$671K -$10.6K -85 -1%
SCM
463
Sterling Capital Management
North Carolina
$666K +$39.1K +314 +6%
FFC
464
First Financial Corp
Indiana
$655K -$27.1K -217 -4%
AFM
465
Andesa Financial Management
Pennsylvania
$654K -$470K -3,772 -41%
KWM
466
Kingsview Wealth Management
Oregon
$650K -$104K -835 -13%
LNWWM
467
Laird Norton Wetherby Wealth Management
California
$648K – – –
AWMG
468
Alliance Wealth Management Group
New Jersey
$648K +$306K +2,453 +83%
KIA
469
KCM Investment Advisors
California
$646K – – –
DDPIC
470
Deroy & Devereaux Private Investment Counsel
Michigan
$641K – – –
BMCM
471
Bryn Mawr Capital Management
Pennsylvania
$639K – – –
G
472
Gainplan
Michigan
$638K -$51.1M -410,123 -99%
GT
473
Glenview Trust
Kentucky
$636K -$10.5K -84 -2%
MYIA
474
Mount Yale Investment Advisors
Colorado
$636K +$661K +5,299 New
SHWM
475
Smith & Howard Wealth Management
Georgia
$631K +$50.6K +406 +8%
17 18
19
20 21