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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
526
Burt Wealth Advisors
Maryland
$42K – – –
PSUF
527
People's United Financial
Connecticut
$41K – – –
HCM
528
Horrell Capital Management
Arkansas
$40K – – –
RWA
529
Ropes Wealth Advisors
Massachusetts
$40K +$38.2K +408 New
WA
530
Winfield Associates
Ohio
$37K -$14.1K -150 -29%
CHC
531
City Holding Co
West Virginia
$31K – – –
QAM
532
QCI Asset Management
New York
$31K – – –
FWM
533
Focused Wealth Management
New York
$30K -$74K -790 -72%
TCOV
534
Trust Company of Vermont
Vermont
$29K – – –
WTB
535
Washington Trust Bank
Washington
$26K -$328K -3,505 -93%
AWM
536
Avior Wealth Management
Nebraska
$26K -$17.1K -183 -41%
CP
537
Corbenic Partners
Pennsylvania
$26K – – –
DIA
538
Davidson Investment Advisors
Montana
$26K – – –
SNT
539
Security National Trust
West Virginia
$25K – – –
BAM
540
Brave Asset Management
New Jersey
$24K – – –
M
541
MOTCO
Texas
$24K – – –
RWM
542
Raffa Wealth Management
District of Columbia
$23.2K +$3.28K +35 +18%
BC
543
Barnett & Company
Tennessee
$22K +$21.1K +225 New
BBPWM
544
Blue Bell Private Wealth Management
Pennsylvania
$20K -$255K -2,720 -93%
CWM
545
Catamount Wealth Management
Connecticut
$20K – – –
OSNBOA
546
Old Second National Bank of Aurora
Illinois
$20K – – –
AIM
547
Advantage Investment Management
Iowa
$20K +$18.6K +199 New
PCTC
548
Perkins Coie Trust Company
Washington
$17K – – –
DAM
549
Delta Asset Management
Tennessee
$16K +$15K +160 New
LWCFA
550
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
20 21
22
23 24