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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
526
Tarbox Family Office
California
$748K – – –
BMCM
527
Bryn Mawr Capital Management
Pennsylvania
$746K -$117K -976 -14%
JFA
528
Johanson Financial Advisors
California
$744K +$32.6K +271 +5%
VCP
529
Vista Capital Partners
Oregon
$740K – – –
CIA
530
Choate Investment Advisors
Massachusetts
$734K – – –
NWP
531
Northstar Wealth Partners
Connecticut
$734K +$41.2K +343 +6%
CRC
532
Curi RMB Capital
Illinois
$723K -$11.9K -99 -2%
ST
533
Smithfield Trust
Pennsylvania
$716K – – –
PCA
534
Personal Capital Advisors
California
$706K +$51.3K +427 +8%
WCWM
535
Willow Creek Wealth Management
California
$693K – – –
FT
536
Fiduciary Trust
Massachusetts
$691K -$229K -1,909 -25%
NFG
537
Next Financial Group
Texas
$688K +$507K +4,216 +312%
NFH
538
NEXT Financial Holdings
Texas
$688K +$669K +5,568 New
ACS
539
Archford Capital Strategies
Illinois
$685K – – –
IWC
540
Integrated Wealth Concepts
Massachusetts
$682K +$131K +1,091 +25%
AWA
541
Arete Wealth Advisors
Illinois
$675K -$306K -2,546 -32%
CFGS
542
Concourse Financial Group Securities
Alabama
$673K -$1.05M -8,749 -62%
CBT
543
Capital Bank & Trust
California
$672K +$177K +1,473 +37%
RP
544
Rice Partnership
Hawaii
$671K -$1.63M -13,568 -71%
WIA
545
World Investment Advisors
California
$658K +$181K +1,510 +40%
BCWM
546
Blue Chip Wealth Management
Florida
$655K -$68.4K -569 -10%
CWM
547
Chesapeake Wealth Management
Virginia
$655K – – –
ACM
548
Allred Capital Management
Texas
$654K +$48.7K +405 +8%
VCM
549
Vigilant Capital Management
Maine
$648K +$216K +1,801 +52%
BRWM
550
B. Riley Wealth Management
Tennessee
$647K +$91.7K +763 +17%
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