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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
501
Confluence Wealth Management
Oregon
$1.32M – – –
KWM
502
Kingsview Wealth Management
Oregon
$1.31M +$11.2K +85 +0.9%
FMBTD
503
First Midwest Bank Trust Division
Illinois
$1.31M -$461K -3,500 -27%
CAS
504
Cascadia Advisory Services
Oregon
$1.31M +$1.26M +9,569 New
VA
505
Valmark Advisers
Ohio
$1.3M +$257K +1,949 +26%
DWM
506
Doyle Wealth Management
Florida
$1.3M +$34.7K +263 +3%
SC
507
Steph & Co
Wisconsin
$1.3M +$1.25M +9,521 New
VWM
508
Vigilare Wealth Management
Arizona
$1.28M +$1.26M +9,572 New
CFG
509
Citizens Financial Group
Rhode Island
$1.28M +$194K +1,475 +19%
LDB
510
Lee, Danner & Bass
Tennessee
$1.24M -$16.5K -125 -1%
NHC
511
Nicholas Hoffman & Company
Georgia
$1.23M +$351K +2,665 +42%
P
512
Pitcairn
Pennsylvania
$1.23M -$165K -1,254 -12%
PCS
513
Personal CFO Solutions
New Jersey
$1.23M +$175K +1,324 +17%
DWA
514
Dougherty Wealth Advisers
Minnesota
$1.22M – – –
AP
515
Adero Partners
California
$1.22M +$1.17M +8,904 New
FI
516
Financial Insights
Washington
$1.21M -$217K -1,650 -16%
JWA
517
JFS Wealth Advisors
Pennsylvania
$1.21M -$49.8K -378 -4%
AAS
518
Annex Advisory Services
Wisconsin
$1.19M -$21.9K -166 -2%
TNB
519
Thomasville National Bank
Georgia
$1.18M -$527 -4 -0%
GT
520
Glenview Trust
Kentucky
$1.18M – – –
PPP
521
Private Portfolio Partners
New Jersey
$1.17M +$23.6K +179 +2%
CS
522
Credit Suisse
Switzerland
$1.17M +$736K +5,586 +188%
MWM
523
Modera Wealth Management
New Jersey
$1.17M -$38.1K -289 -3%
SS
524
Simplicity Solutions
Minnesota
$1.16M +$83K +630 +8%
JT
525
Jump Trading
Illinois
$1.15M -$519K -3,935 -32%
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