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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
501
Logan Capital Management
Pennsylvania
$2.28M -$7.24M -42,777 -77%
LSA
502
Lion Street Advisors
Texas
$2.28M – – –
VP
503
Verum Partners
North Carolina
$2.27M -$851K -5,028 -28%
BWM
504
BigSur Wealth Management
Florida
$2.26M – – –
IFPG
505
Intrepid Financial Planning Group
Indiana
$2.26M -$6.26K -37 -0.3%
GJWM
506
Gilliland Jeter Wealth Management
Arkansas
$2.25M +$2.37K +14 +0.1%
AIP
507
Almanack Investment Partners
Pennsylvania
$2.24M -$32.7K -193 -2%
GBT
508
Grove Bank & Trust
Florida
$2.23M – – –
OPCM
509
Osborne Partners Capital Management
California
$2.22M – – –
BAM
510
Berkshire Asset Management
Pennsylvania
$2.22M +$112K +660 +6%
VIA
511
Vantagepoint Investment Advisers
District of Columbia
$2.2M -$15.9M -94,000 -88%
AB
512
Atlas Brown
Kentucky
$2.2M -$846 -5 -0%
AWM
513
Apollon Wealth Management
South Carolina
$2.2M +$353K +2,088 +21%
FTUS
514
Flow Traders U.S.
New York
$2.19M -$7.05M -41,675 -77%
WDG
515
Wealth Dimensions Group
Ohio
$2.18M -$13.4K -79 -0.6%
APP
516
Avantax Planning Partners
Iowa
$2.17M -$3.7M -21,860 -64%
NFC
517
Northeast Financial Consultants
Connecticut
$2.16M – – –
NRC
518
New Republic Capital
North Carolina
$2.14M -$508 -3 -0%
CGL
519
Clarius Group LLC
Washington
$2.08M +$558K +3,300 +40%
PGFC
520
Peapack-Gladstone Financial Corp
New Jersey
$2.06M -$218K -1,291 -10%
CWA
521
CJM Wealth Advisers
Virginia
$2.02M -$24.2K -143 -1%
SI
522
Saxon Interests
Texas
$2.02M +$7.11K +42 +0.4%
PFM
523
Phillips Financial Management
Indiana
$2.02M -$115K -678 -6%
TSW
524
Thompson Siegel & Walmsley
Virginia
$2.02M +$19.3K +114 +1%
EI
525
Ellevest Inc
New York
$2.01M +$78.8K +466 +4%
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