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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
476
Pinnacle Associates
New York
$301K +$69.7K +690 +31%
BFA
477
Beaumont Financial Advisors
Massachusetts
$300K -$124K -1,227 -30%
CG
478
Caprock Group
Idaho
$295K – – –
BFS
479
Bradley Foster & Sargent
Connecticut
$293K +$31.6K +313 +12%
BEAM
480
Baker Ellis Asset Management
Washington
$287K +$74.3K +736 +36%
ZIM
481
Zacks Investment Management
Illinois
$284K -$145K -1,435 -34%
OC
482
Oarsman Capital
Wisconsin
$283K -$10.9K -108 -4%
JIC
483
Joel Isaacson & Co
New York
$279K -$49.9K -494 -15%
AIS
484
American Investment Services
Massachusetts
$273K +$3.23K +32 +1%
PP
485
Palladium Partners
Virginia
$270K +$21.6K +214 +9%
FWP
486
FAS Wealth Partners
Kansas
$269K -$5.65K -56 -2%
HIM
487
Hanlon Investment Management
New Jersey
$266K – – –
RIA
488
Regal Investment Advisors
Michigan
$262K -$31.4K -311 -11%
HCM
489
Hollencrest Capital Management
California
$260K – – –
CIA
490
Capital Investment Advisors
Georgia
$260K +$28.8K +285 +13%
SCP
491
Syntal Capital Partners
Texas
$253K – – –
LBC
492
Lowe Brockenbrough & Co
Virginia
$251K – – –
SH
493
Svenska Handelsbanken
Sweden
$243K – – –
B
494
Brightworth
Georgia
$242K -$66K -654 -22%
KLI
495
Kelman-Lazarov Inc
Tennessee
$240K -$35K -347 -13%
PMFA
496
Plante Moran Financial Advisors
Michigan
$237K -$707 -7 -0.3%
BA
497
Bristlecone Advisors
Washington
$235K – – –
CCM
498
Condor Capital Management
New Jersey
$234K – – –
WP
499
WealthSource Partners
California
$230K -$5.15K -51 -2%
KL
500
KWMG LLC
Kansas
$230K – – –
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