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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
451
Spinnaker Trust
Maine
$1.19M -$48.2K -402 -4%
LA
452
Legacy Advisors
Pennsylvania
$1.19M – – –
FNT
453
First National Trust
Pennsylvania
$1.19M +$126K +1,052 +11%
SFS
454
Sowell Financial Services
Arkansas
$1.18M +$1.28M +10,666 New
SHWM
455
Smith & Howard Wealth Management
Georgia
$1.18M +$391K +3,260 +44%
VCM
456
Vivaldi Capital Management
Illinois
$1.18M +$1.04M +8,683 +450%
WA
457
WealthTrust-Arizona
Arizona
$1.16M +$511K +4,265 +69%
FMWA
458
Forvis Mazars Wealth Advisors
Missouri
$1.15M +$54.5K +455 +5%
WB
459
Webster Bank
Connecticut
$1.15M -$1.15M -9,580 -48%
PGFC
460
Peapack-Gladstone Financial Corp
New Jersey
$1.14M -$11.5K -96 -0.9%
PPP
461
Private Portfolio Partners
New Jersey
$1.14M +$1.23M +10,270 New
SCM
462
Smith Capital Management
Arkansas
$1.14M +$1.23M +10,244 New
CWS
463
Cypress Wealth Services
California
$1.13M +$190K +1,583 +18%
GBT
464
Grove Bank & Trust
Florida
$1.12M -$252K -2,100 -17%
CL
465
CPWM LLC
Washington
$1.1M -$40.4K -337 -3%
DWM
466
Doyle Wealth Management
Florida
$1.1M +$115K +958 +11%
JWA
467
JFS Wealth Advisors
Pennsylvania
$1.09M +$36.4K +304 +3%
TIM
468
Tortoise Investment Management
New York
$1.08M – – –
WS
469
Wedbush Securities
California
$1.07M +$480K +4,002 +71%
DWA
470
Dougherty Wealth Advisers
Minnesota
$1.07M +$1.07M +8,915 New
CA
471
Clearstead Advisors
Ohio
$1.05M +$473K +3,947 +71%
CWM
472
Cordatus Wealth Management
Pennsylvania
$1.05M +$1.13M +9,442 New
BIA
473
BHK Investment Advisors
Alabama
$1.05M +$120K +1,005 +12%
CWM
474
Confluence Wealth Management
Oregon
$1.05M +$505K +4,210 +81%
SCA
475
Stillwater Capital Advisors
Pennsylvania
$1.03M – – –
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