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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
451
IEQ Capital
California
$1.71M +$1.65M +12,540 New
SHJ
452
Sharkey, Howes & Javer
Colorado
$1.71M – – –
LWAC
453
Laurel Wealth Advisors (California)
California
$1.7M +$11.5K +87 +0.7%
AW
454
ACG Wealth
Georgia
$1.67M -$187K -1,418 -10%
BFPW
455
BOK Financial Private Wealth
Colorado
$1.66M +$979K +7,427 +157%
G
456
GenTrust
Florida
$1.66M -$206K -1,565 -11%
MA
457
Montag & Associates
Georgia
$1.65M +$124K +937 +8%
VWA
458
V Wealth Advisors
Kansas
$1.64M – – –
SHWM
459
Smith & Howard Wealth Management
Georgia
$1.63M – – –
SWMG
460
Strategic Wealth Management Group
Maryland
$1.63M +$20.7K +157 +1%
CGA
461
Crescent Grove Advisors
Illinois
$1.61M +$140K +1,059 +10%
TWA
462
TCI Wealth Advisors
Arizona
$1.61M -$2.77K -21 -0.2%
RCIM
463
Red Cedar Investment Management
Michigan
$1.6M +$22.7K +172 +1%
SMC
464
Smith, Moore & Co
Missouri
$1.59M -$26.6K -202 -2%
ST
465
Sageworth Trust
Pennsylvania
$1.58M – – –
VFA
466
Voya Financial Advisors
Connecticut
$1.58M -$53.1K -403 -3%
WCAMG
467
Woodard & Company Asset Management Group
North Carolina
$1.57M +$48.4K +367 +3%
SSB
468
Sandy Spring Bank
Maryland
$1.56M +$379K +2,878 +34%
TCBWMS
469
Texas Capital Bank Wealth Management Services
Texas
$1.55M +$1.5M +11,376 New
HTC
470
Haverford Trust Company
Pennsylvania
$1.53M -$13.4K -102 -0.9%
TP
471
Tranquility Partners
Tennessee
$1.52M -$68.4K -519 -4%
CWS
472
Cypress Wealth Services
California
$1.5M +$14.6K +111 +1%
RC
473
Rinet Company
Massachusetts
$1.5M -$146K -1,110 -9%
AC
474
Alexandria Capital
Virginia
$1.48M +$22K +167 +2%
HC
475
Henshaw Capital
Massachusetts
$1.47M +$1.42M +10,773 New
17 18
19
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