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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
476
Courier Capital
New York
$645K -$64.1K -510 -9%
KIA
477
KCM Investment Advisors
California
$643K -$12.6K -100 -2%
TI
478
Truepoint Inc
Ohio
$643K -$11.9K -95 -2%
SCI
479
S&CO Inc
Massachusetts
$639K – – –
NFG
480
Nations Financial Group
Iowa
$638K +$343K +2,733 +118%
PFS
481
Prospera Financial Services
Texas
$636K -$71.6K -570 -10%
PFA
482
Pure Financial Advisors
California
$636K +$631K +5,021 New
VAM
483
Visionary Asset Management
Texas
$634K +$128K +1,021 +26%
AI
484
Accredited Investors
Minnesota
$629K +$624K +4,971 New
NFC
485
Northeast Financial Consultants
Connecticut
$626K -$13.6K -108 -2%
MYIA
486
Mount Yale Investment Advisors
Colorado
$625K -$84.5K -673 -12%
CTC
487
Central Trust Company
Missouri
$619K – – –
MIH
488
Madison Investment Holdings
Wisconsin
$614K – – –
YWP
489
YorkBridge Wealth Partners
New York
$614K – – –
DDPIC
490
Deroy & Devereaux Private Investment Counsel
Michigan
$613K -$40.8K -325 -6%
MPI
491
Mairs & Power Inc
Minnesota
$612K – – –
TSWM
492
Triangle Securities Wealth Management
North Carolina
$610K +$10.3K +82 +2%
CM
493
Columbus Macro
Pennsylvania
$606K -$56.8K -452 -9%
TPWA
494
TRUE Private Wealth Advisors
Oregon
$602K +$44.8K +357 +8%
DWT
495
Dorsey & Whitney Trust
South Dakota
$600K – – –
CAAS
496
Capital Asset Advisory Services
Michigan
$599K +$71K +565 +14%
WAM
497
Weatherly Asset Management
California
$595K – – –
GLA
498
Good Life Advisors
Pennsylvania
$594K -$424K -3,379 -42%
AFC
499
AFT Forsyth & Company
Florida
$594K -$18.8K -150 -3%
RW
500
Rand Wealth
Maryland
$581K -$37.6K -299 -6%
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