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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
451
Pointe Capital Management
Michigan
$2.79M +$919K +5,431 +53%
FFM
452
Forum Financial Management
Illinois
$2.79M -$2.54K -15 -0.1%
NAM
453
NTV Asset Management
West Virginia
$2.78M +$458K +2,708 +21%
GA
454
GFS Advisors
Texas
$2.77M -$42K -248 -2%
CWM
455
Castle Wealth Management
Florida
$2.77M -$71.1K -420 -3%
ACA
456
Anchor Capital Advisors
Massachusetts
$2.75M -$5.26M -31,114 -67%
AIM
457
Allen Investment Management
New York
$2.72M – – –
FHB
458
First Hawaiian Bank
Hawaii
$2.71M – – –
PA
459
Procyon Advisors
Connecticut
$2.7M +$10.5K +62 +0.4%
BRWA
460
B. Riley Wealth Advisors
Florida
$2.7M +$416K +2,461 +16%
PFA
461
Pathway Financial Advisors
Vermont
$2.69M -$1.86K -11 -0.1%
VCA
462
Verdence Capital Advisors
Maryland
$2.69M -$9.64K -57 -0.4%
DSC
463
Donald Smith & Co
New York
$2.69M – – –
EWA
464
EverSource Wealth Advisors
Alabama
$2.68M +$1.1M +6,492 +71%
AI
465
Accredited Investors
Minnesota
$2.68M +$338 +2 +0%
AWP
466
Ascent Wealth Partners
New York
$2.68M -$245K -1,445 -9%
AWM
467
Axxcess Wealth Management
California
$2.67M +$664K +3,926 +36%
MFWP
468
Mosaic Family Wealth Partners
Missouri
$2.67M -$11.2K -66 -0.4%
NB
469
Nicolet Bankshares
Wisconsin
$2.66M +$202K +1,195 +9%
BTW
470
Boston Trust Walden
Massachusetts
$2.66M – – –
WAG
471
Winthrop Advisory Group
Massachusetts
$2.66M +$2.1M +12,397 +508%
CG
472
Caprock Group
Idaho
$2.63M -$668K -3,947 -21%
GSAM
473
Grant Street Asset Management
Pennsylvania
$2.62M -$29.8K -176 -1%
AGP
474
Autumn Glory Partners
Texas
$2.61M – – –
GLA
475
Great Lakes Advisors
Illinois
$2.61M -$11M -64,806 -82%
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