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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
476
Arete Wealth Advisors
Illinois
$2.67M +$1.47M +9,491 +142%
PPC
477
Park Place Capital
Alabama
$2.67M +$988K +6,398 +66%
WWM
478
Western Wealth Management
Colorado
$2.66M +$146K +946 +6%
EWM
479
Evermay Wealth Management
Virginia
$2.65M -$66.4K -430 -3%
EFS
480
Essex Financial Services
Connecticut
$2.64M +$405K +2,622 +20%
PWM
481
Perigon Wealth Management
California
$2.64M +$27K +175 +1%
GPFA
482
Game Plan Financial Advisors
Ohio
$2.63M +$2.46M +15,930 New
AA
483
Ancora Advisors
Ohio
$2.63M +$14.4K +93 +0.6%
CWM
484
Castle Wealth Management
Florida
$2.62M -$2.78K -18 -0.1%
PWA
485
Provenance Wealth Advisors
Florida
$2.62M -$6.64K -43 -0.3%
OC
486
Oarsman Capital
Wisconsin
$2.61M +$2.44M +15,810 New
GA
487
GFS Advisors
Texas
$2.6M -$120K -780 -5%
EAM
488
Evanson Asset Management
California
$2.58M +$309 +2 +0%
CCM
489
Colorado Capital Management
Colorado
$2.58M -$11.6K -75 -0.5%
FFM
490
Forum Financial Management
Illinois
$2.57M -$79.2K -513 -3%
BRWA
491
B. Riley Wealth Advisors
Florida
$2.51M -$380K -2,461 -14%
AIM
492
Allen Investment Management
New York
$2.51M – – –
FWTB
493
First Western Trust Bank
Colorado
$2.51M -$1.47M -9,537 -39%
FHB
494
First Hawaiian Bank
Hawaii
$2.5M +$28.3K +183 +1%
WWA
495
WCG Wealth Advisors
Nevada
$2.49M -$68.4K -443 -3%
VCA
496
Verdence Capital Advisors
Maryland
$2.49M +$60.7K +393 +3%
PA
497
Procyon Advisors
Connecticut
$2.49M +$5.87K +38 +0.3%
PFA
498
Pathway Financial Advisors
Vermont
$2.48M +$46.3K +300 +2%
DSC
499
Donald Smith & Co
New York
$2.48M – – –
AI
500
Accredited Investors
Minnesota
$2.48M -$35.5K -230 -2%
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