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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
526
Arkadios Wealth Advisors
Georgia
$796K +$486K +4,421 +176%
CG
527
Caprock Group
Idaho
$795K +$73.4K +667 +10%
WR
528
Watson Rebecca
$787K -$7.04K -64 -0.9%
PA
529
Pinnacle Associates
New York
$784K +$262K +2,384 +52%
AIM
530
Aspen Investment Management
Michigan
$774K +$756K +6,872 New
AW
531
ACG Wealth
Georgia
$773K -$280K -2,543 -27%
ADL
532
Asset Dedication LLC
California
$766K -$32.7K -297 -4%
AAM
533
Autus Asset Management
Arizona
$759K -$69.1K -628 -9%
SWM
534
Southern Wealth Management
Texas
$757K -$1.09M -9,884 -60%
CTC
535
Central Trust Company
Missouri
$756K -$7.37K -67 -1%
MIAS
536
Mason Investment Advisory Services
Virginia
$756K -$136K -1,239 -16%
FANJ
537
Financial Architects (New Jersey)
New Jersey
$753K -$25K -227 -3%
CWAF
538
Core Wealth Advisors (Florida)
Florida
$747K -$3.68M -33,491 -83%
GC
539
Grimes & Company
Massachusetts
$743K – – –
NFG
540
Nations Financial Group
Iowa
$739K +$31.7K +288 +5%
KTC
541
Kistler-Tiffany Companies
Pennsylvania
$733K -$23.1K -210 -3%
JFA
542
Johanson Financial Advisors
California
$733K +$64.8K +589 +10%
CIA
543
Capital Investment Advisors
Georgia
$732K -$169K -1,540 -19%
FMII
544
Farmers & Merchants Investments Inc
Nebraska
$732K – – –
FBA
545
Front Barnett Associates
Illinois
$727K +$15.2K +138 +2%
HA
546
Harborview Advisors
Maine
$719K +$12K +109 +2%
FMT
547
First Mercantile Trust
Tennessee
$719K +$338K +3,070 +93%
NA
548
NewEdge Advisors
Louisiana
$713K -$3.41K -31 -0.5%
PA
549
Paracle Advisors
Washington
$712K +$15.9K +145 +2%
SFS
550
Sowell Financial Services
Arkansas
$711K -$53.5K -486 -7%
20 21
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