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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SBWIC
476
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.46M +$2.4M +14,621 New
WAG
477
Winthrop Advisory Group
Massachusetts
$2.45M +$329K +2,010 +16%
FFA
478
Founders Financial Alliance
North Carolina
$2.44M -$87.8K -536 -4%
SC
479
Savant Capital
Illinois
$2.44M +$167K +1,019 +8%
IAA
480
Ironsides Asset Advisors
North Carolina
$2.44M +$22K +134 +0.9%
MW
481
Marcum Wealth
Ohio
$2.44M +$209K +1,277 +10%
FDCC
482
Foster Dykema Cabot & Co
Massachusetts
$2.42M – – –
CT
483
Coastline Trust
Rhode Island
$2.42M +$234K +1,431 +11%
FFG
484
Fullen Financial Group
Ohio
$2.41M -$121K -741 -5%
AB
485
Atlas Brown
Kentucky
$2.41M -$24.7K -151 -1%
GFP
486
Gryphon Financial Partners
Ohio
$2.41M +$1.42M +8,656 +153%
CWM
487
ClientFirst Wealth Management
Arkansas
$2.4M +$2.35M +14,353 New
CSPIA
488
Cary Street Partners Investment Advisory
Virginia
$2.38M +$390K +2,382 +20%
PFA
489
Pathway Financial Advisors
Vermont
$2.38M +$2.38M +14,534 New
NAG
490
Northstar Advisory Group
New Jersey
$2.37M +$2.31M +14,123 New
B
491
Brightworth
Georgia
$2.35M -$13.6K -83 -0.6%
VCM
492
Vivaldi Capital Management
Illinois
$2.35M +$488K +2,981 +27%
MFGP
493
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.34M -$182K -1,111 -7%
IIC
494
Ironwood Investment Counsel
Arizona
$2.34M +$983 +6 +0%
SS
495
Simplicity Solutions
Minnesota
$2.34M +$1.77M +10,801 +343%
EWM
496
Evercore Wealth Management
New York
$2.34M – – –
PWM
497
Perigon Wealth Management
California
$2.33M +$480K +2,929 +27%
CFA
498
Carroll Financial Associates
North Carolina
$2.32M +$151K +922 +7%
EP
499
Edgestream Partners
New Jersey
$2.32M +$1.68M +10,248 +285%
JIR
500
James Investment Research
Ohio
$2.32M -$54.4K -332 -2%
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