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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
501
Ascent Wealth Partners
New York
$2.51M -$56.1K -308 -2%
SI
502
Saxon Interests
Texas
$2.47M +$30.6K +168 +1%
MWA
503
Monograph Wealth Advisors
California
$2.47M +$439K +2,412 +23%
DFS
504
Dixon Fnancial Services
California
$2.47M – – –
GJWM
505
Gilliland Jeter Wealth Management
Arkansas
$2.46M +$64.1K +352 +3%
DWM
506
Dynasty Wealth Management
Florida
$2.45M +$1.62M +8,870 New
STA
507
Summit Trail Advisors
New York
$2.45M -$270K -1,482 -10%
LSA
508
Lion Street Advisors
Texas
$2.45M -$58.3K -320 -2%
RA
509
RFG Advisory
Alabama
$2.44M -$4.23M -23,224 -64%
ZB
510
Zions Bancorporation
Utah
$2.44M +$65.8K +361 +3%
JIC
511
Joel Isaacson & Co
New York
$2.4M +$35.3K +194 +2%
BWM
512
BigSur Wealth Management
Florida
$2.39M – – –
EWM
513
Evercore Wealth Management
New York
$2.39M -$50.6K -278 -2%
CFO
514
Custos Family Office
Texas
$2.39M -$31.9K -175 -1%
QCM
515
Quantinno Capital Management
New York
$2.39M +$410K +2,251 +22%
OPCM
516
Osborne Partners Capital Management
California
$2.37M +$14.8K +81 +0.7%
AIP
517
Almanack Investment Partners
Pennsylvania
$2.36M -$19.9K -109 -0.9%
BFG
518
Baron Financial Group
New Jersey
$2.35M -$65.6K -360 -3%
AB
519
Atlas Brown
Kentucky
$2.34M +$3.46K +19 +0.2%
VIA
520
Vantagepoint Investment Advisers
District of Columbia
$2.33M – – –
AWM
521
Apollon Wealth Management
South Carolina
$2.33M +$2.19K +12 +0.1%
IFPG
522
Intrepid Financial Planning Group
Indiana
$2.33M -$45.5K -250 -2%
FTUS
523
Flow Traders U.S.
New York
$2.31M +$2.22M +12,184 New
FFN
524
Focus Financial Network
Minnesota
$2.31M +$99.5K +546 +5%
MWP
525
MYCIO Wealth Partners
Pennsylvania
$2.29M +$451K +2,476 +26%
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