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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FI
501
FormulaFolio Investments
Michigan
$229K +$224K +2,215 New
SWM
502
SVA Wealth Management
Wisconsin
$228K +$223K +2,208 New
RPGK
503
Retirement Planning Group (Kansas)
Kansas
$224K +$8.68K +86 +4%
RT
504
Rockland Trust
Massachusetts
$222K – – –
DY
505
Dowling & Yahnke
California
$219K – – –
GWM
506
Geneos Wealth Management
Colorado
$219K +$55.8K +553 +35%
RFA
507
Reilly Financial Advisors
California
$218K +$20.2K +200 +10%
FBA
508
Front Barnett Associates
Illinois
$214K -$5.05K -50 -2%
NIA
509
Northstar Investment Advisors
Colorado
$214K – – –
GWM
510
Greenwich Wealth Management
Connecticut
$211K +$206K +2,042 New
BRF
511
B. Riley Financial
California
$209K – – –
GS
512
Girard Securities
California
$209K +$205K +2,029 New
HF
513
HRT Financial
New York
$206K +$202K +2,000 New
ZCA
514
Zeke Capital Advisors
Pennsylvania
$206K +$202K +2,000 New
BRWA
515
B. Riley Wealth Advisors
Florida
$204K +$199K +1,967 New
PWW
516
Pettyjohn Wood & White
Virginia
$202K +$197K +1,955 New
CRC
517
Curi RMB Capital
Illinois
$201K +$196K +1,946 New
RFWA
518
RPg Family Wealth Advisory
Massachusetts
$188K +$35.5K +352 +24%
JWA
519
JFS Wealth Advisors
Pennsylvania
$175K -$24.7K -245 -13%
TCM
520
TD Capital Management
Tennessee
$164K +$161K +1,590 New
CWM
521
Cranbrook Wealth Management
Michigan
$151K – – –
HFA
522
High Falls Advisors
New York
$150K – – –
PCP
523
Proficio Capital Partners
Massachusetts
$148K – – –
FPFS
524
First Personal Financial Services
North Carolina
$148K +$144K +1,431 New
PO
525
Private Ocean
California
$127K – – –
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