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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
526
Central Trust Company
Missouri
$764K +$22.9K +180 +3%
CIA
527
Choate Investment Advisors
Massachusetts
$762K – – –
BPC
528
Banque Pictet & Cie
Switzerland
$757K +$750K +5,900 New
STA
529
Summit Trail Advisors
New York
$749K -$12.2K -96 -2%
SFS
530
Sowell Financial Services
Arkansas
$749K +$742K +5,840 New
ST
531
Smithfield Trust
Pennsylvania
$744K – – –
VCP
532
Vista Capital Partners
Oregon
$742K – – –
FPTW
533
Franklin, Parlapiano, Turner & Welch
Texas
$736K -$101K -794 -12%
CCP
534
Corient Capital Partners
California
$734K -$404K -3,177 -36%
WCG
535
Weaver Consulting Group
California
$733K +$412K +3,240 +135%
GG
536
Gofen & Glossberg
Illinois
$732K +$188K +1,479 +35%
PFS
537
Prospera Financial Services
Texas
$723K +$131K +1,034 +22%
GI
538
Glovista Investments
New Jersey
$722K +$715K +5,625 New
NFG
539
Nations Financial Group
Iowa
$721K +$15.9K +125 +2%
MOS
540
MGO One Seven
Ohio
$716K +$275K +2,165 +63%
WCWM
541
Willow Creek Wealth Management
California
$713K -$6.99K -55 -1%
KCM
542
Kanawha Capital Management
Virginia
$712K +$140K +1,105 +25%
WA
543
Winfield Associates
Ohio
$711K -$148K -1,165 -17%
QPWM
544
Quadrant Private Wealth Management
Pennsylvania
$695K – – –
WB
545
WesBanco Bank
West Virginia
$693K -$58.6K -461 -8%
PMFA
546
Plante Moran Financial Advisors
Michigan
$693K +$78.5K +618 +13%
CWM
547
Chesapeake Wealth Management
Virginia
$692K +$28K +220 +4%
BCM
548
Brookstone Capital Management
Illinois
$680K -$25.3K -199 -4%
MGIA
549
Matthew Goff Investment Advisor
Texas
$680K +$14.6K +115 +2%
VLC
550
Van Leeuwen & Company
New Jersey
$673K +$47.7K +375 +8%
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