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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
476
Baron Financial Group
New Jersey
$2.22M -$46.8K -295 -2%
FFA
477
Founders Financial Alliance
North Carolina
$2.21M – – –
AGP
478
Autumn Glory Partners
Texas
$2.21M +$5.39K +34 +0.2%
TCBWMS
479
Texas Capital Bank Wealth Management Services
Texas
$2.21M – – –
CWM
480
ClientFirst Wealth Management
Arkansas
$2.2M – – –
IWP
481
Icon Wealth Partners
Texas
$2.2M – – –
PWM
482
PRW Wealth Management
Massachusetts
$2.19M +$2.39M +15,071 New
IAA
483
Ironsides Asset Advisors
North Carolina
$2.16M – – –
SBWIC
484
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.16M – – –
AA
485
AlphaCentric Advisors
Puerto Rico
$2.15M -$129K -812 -5%
MLM
486
Mount Lucas Management
Pennsylvania
$2.15M -$129K -812 -5%
WAG
487
Winthrop Advisory Group
Massachusetts
$2.14M +$21.7K +137 +1%
MFWP
488
Mosaic Family Wealth Partners
Missouri
$2.12M – – –
CG
489
Caprock Group
Idaho
$2.11M -$1.11K -7 -0.1%
HF
490
Halpern Financial
Virginia
$2.1M +$153K +967 +8%
WAL
491
W Advisors LLC
Tennessee
$2.09M +$30.9K +195 +1%
PGFC
492
Peapack-Gladstone Financial Corp
New Jersey
$2.09M +$72.5K +457 +3%
AIP
493
Almanack Investment Partners
Pennsylvania
$2.07M +$50.1K +316 +2%
GWWM
494
Great Waters Wealth Management
Minnesota
$2.06M -$4.92K -31 -0.2%
NB
495
Nicolet Bankshares
Wisconsin
$2.05M -$128K -805 -6%
CG
496
Cutler Group
California
$2.05M +$2.08M +13,125 +3,281%
KCM
497
Kanawha Capital Management
Virginia
$2.05M -$19.8K -125 -0.9%
EWM
498
Evercore Wealth Management
New York
$2.05M -$14.8K -93 -0.7%
IIC
499
Ironwood Investment Counsel
Arizona
$2.05M – – –
EFS
500
Essex Financial Services
Connecticut
$2.03M +$595K +3,749 +39%
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