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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
476
Truepoint Inc
Ohio
$628K +$528K +4,346 +526%
SIM
477
SSI Investment Management
California
$627K -$3.33M -27,383 -84%
DDPIC
478
Deroy & Devereaux Private Investment Counsel
Michigan
$627K -$21.3K -175 -3%
MWM
479
Merriman Wealth Management
Washington
$623K -$397K -3,269 -39%
MC
480
Middleton & Co
Massachusetts
$614K -$11.6K -95 -2%
NFC
481
Northeast Financial Consultants
Connecticut
$614K – – –
WA
482
WealthTrust-Arizona
Arizona
$613K +$238K +1,960 +63%
SCI
483
S&CO Inc
Massachusetts
$613K +$346K +2,849 +129%
SCM
484
Sterling Capital Management
North Carolina
$612K -$62K -510 -9%
LSAG
485
Lake Street Advisors Group
New Hampshire
$604K – – –
PA
486
Paracle Advisors
Washington
$597K – – –
CTC
487
Central Trust Company
Missouri
$593K -$15.2K -125 -2%
RW
488
Rand Wealth
Maryland
$593K – – –
AA
489
Ancora Advisors
Ohio
$590K – – –
MIH
490
Madison Investment Holdings
Wisconsin
$589K -$338K -2,782 -36%
ONB
491
Old National Bancorp
Indiana
$589K +$590K +4,853 New
AFC
492
AFT Forsyth & Company
Florida
$588K – – –
KWM
493
Kingsview Wealth Management
Oregon
$587K -$71.1K -585 -11%
MPI
494
Mairs & Power Inc
Minnesota
$587K – – –
YWP
495
YorkBridge Wealth Partners
New York
$587K – – –
TSWM
496
Triangle Securities Wealth Management
North Carolina
$575K -$10.9K -90 -2%
DWT
497
Dorsey & Whitney Trust
South Dakota
$575K – – –
WAM
498
Weatherly Asset Management
California
$571K +$95.7K +787 +20%
PCM
499
Pointe Capital Management
Michigan
$567K +$24.3K +200 +4%
VA
500
Valmark Advisers
Ohio
$563K +$38.7K +318 +7%
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