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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
501
Middleton & Co
Massachusetts
$632K -$30.3K -250 -5%
BMCM
502
Bryn Mawr Capital Management
Pennsylvania
$631K – – –
BCP
503
Berkeley Capital Partners
Georgia
$624K -$390K -3,221 -39%
CCT
504
Capital City Trust
Florida
$619K +$17.8K +147 +3%
PA
505
Paracle Advisors
Washington
$611K +$596K +4,919 New
CIA
506
Capital Investment Advisors
Georgia
$610K -$64.6K -533 -10%
3AM
507
3D Asset Management
Connecticut
$609K -$27K -223 -4%
SHWM
508
Smith & Howard Wealth Management
Georgia
$604K +$21.1K +174 +4%
AFC
509
AFT Forsyth & Company
Florida
$602K +$587K +4,843 New
RW
510
Rand Wealth
Maryland
$598K – – –
SPWA
511
SteelBridge Private Wealth Advisors
Florida
$597K +$49.9K +412 +9%
STA
512
Summit Trail Advisors
New York
$597K +$572K +4,719 New
AWS
513
AJ Wealth Strategies
New York
$596K +$581K +4,791 New
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$595K -$13.9K -115 -2%
YWP
515
YorkBridge Wealth Partners
New York
$591K -$6.06K -50 -1%
DWT
516
Dorsey & Whitney Trust
South Dakota
$589K – – –
MPI
517
Mairs & Power Inc
Minnesota
$589K – – –
CAAS
518
Capital Asset Advisory Services
Michigan
$586K +$33.3K +275 +6%
PAM
519
Palisade Asset Management
Minnesota
$585K +$570K +4,707 New
NFC
520
Northeast Financial Consultants
Connecticut
$579K +$296K +2,439 +110%
AFA
521
Aurora Financial Advisors
Massachusetts
$576K +$562K +4,639 New
CM
522
Cornerstone Management
Georgia
$575K -$16.4K -135 -3%
RW
523
REDW Wealth
New Mexico
$573K -$16.6K -137 -3%
SWM
524
Sequoia Wealth Management
Illinois
$572K +$548K +4,522 New
BIC
525
Bridges Investment Counsel
Nebraska
$567K +$21.8K +180 +4%
19 20
21
22 23