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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
526
MYCIO Wealth Partners
Pennsylvania
$1.77M +$1.99K +13 +0.1%
CWA
527
CJM Wealth Advisers
Virginia
$1.77M +$153 +1 +0%
ATC
528
Argent Trust Co
Tennessee
$1.75M +$105K +686 +7%
GJIA
529
Glass Jacobson Investment Advisors
Maryland
$1.75M +$1.69M +11,083 New
VFP
530
Verus Financial Partners
Virginia
$1.75M -$20.6K -135 -1%
ML
531
McAdam LLC
Pennsylvania
$1.74M -$68.3K -447 -4%
WDG
532
Wealth Dimensions Group
Ohio
$1.72M -$4.13K -27 -0.2%
BDFN
533
Bond & Devick Financial Network
Minnesota
$1.71M – – –
VW
534
Vance Wealth
California
$1.7M +$436K +2,852 +36%
PP
535
Prosperity Planning
Missouri
$1.7M – – –
JIC
536
Joel Isaacson & Co
New York
$1.7M +$290K +1,895 +21%
PA
537
Pinnacle Associates
New York
$1.7M +$119K +777 +8%
EI
538
Ellevest Inc
New York
$1.7M +$91.1K +596 +6%
CAM
539
Carret Asset Management
New York
$1.7M +$153 +1 +0%
NLG
540
New Legacy Group
New York
$1.68M – – –
MWA
541
Monograph Wealth Advisors
California
$1.68M – – –
CFG
542
Cooper Financial Group
California
$1.66M -$18.7K -122 -1%
RLIM
543
Red Lighthouse Investment Management
New York
$1.65M – – –
TSW
544
Thompson Siegel & Walmsley
Virginia
$1.65M +$9.63K +63 +0.6%
FPF
545
First Pacific Financial
Washington
$1.64M +$92.2K +603 +6%
SFA
546
Seneca Financial Advisors
New York
$1.64M -$193K -1,260 -11%
FT
547
Fiduciary Trust
Massachusetts
$1.64M -$64.2K -420 -4%
PA
548
Parkside Advisors
California
$1.62M -$99.7K -652 -6%
STA
549
Summit Trail Advisors
New York
$1.62M +$792K +5,179 +102%
AWM
550
Arista Wealth Management
Nevada
$1.62M – – –
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