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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
526
Cornerstone Wealth Management
Missouri
$482K +$512K +4,105 New
CFG
527
Citizens Financial Group
Rhode Island
$478K – – –
TPWA
528
TRUE Private Wealth Advisors
Oregon
$477K -$2.87K -23 -0.6%
IC
529
Intersect Capital
California
$477K +$139K +1,115 +39%
UIA
530
UBP Investment Advisors
Switzerland
$475K – – –
GCA
531
Greenwood Capital Associates
South Carolina
$474K +$243K +1,946 +97%
EWM
532
Evermay Wealth Management
Virginia
$473K – – –
WAM
533
Weatherly Asset Management
California
$470K – – –
EFSCE
534
Enterprise Financial Services Corp (EFSC)
Missouri
$469K -$26.4K -212 -5%
FMBTD
535
First Midwest Bank Trust Division
Illinois
$469K +$16.7K +134 +4%
RCAMU
536
Rothschild & Co Asset Management US
Connecticut
$464K -$280K -2,244 -37%
VCP
537
Vista Capital Partners
Oregon
$464K – – –
HCM
538
Harvest Capital Management
New Hampshire
$460K -$1.25K -10 -0.3%
RI
539
Ridgewood Investments
New Jersey
$459K – – –
JC
540
Jentner Corp
Ohio
$446K -$8.73K -70 -2%
RWA
541
Ropes Wealth Advisors
Massachusetts
$437K -$25.3K -203 -5%
CRC
542
Curi RMB Capital
Illinois
$437K -$19.6K -157 -4%
VCM
543
Vigilant Capital Management
Maine
$437K -$18.6K -149 -4%
GC
544
Grimes & Company
Massachusetts
$435K – – –
PCA
545
Personal Capital Advisors
California
$434K -$28.4K -228 -6%
PA
546
Pinnacle Associates
New York
$430K -$4.74K -38 -1%
BFA
547
Bragg Financial Advisors
North Carolina
$429K – – –
AFP
548
Ausdal Financial Partners
Iowa
$428K -$12.5K -100 -3%
BCM
549
Bourgeon Capital Management
Connecticut
$423K – – –
CMO
550
Covenant Multifamily Offices
Texas
$421K +$437K +3,508 New
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22
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