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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
526
Becker Capital Management
Oregon
$1.75M +$951K +5,996 +109%
WDG
527
Wealth Dimensions Group
Ohio
$1.74M +$92.3K +582 +5%
TFA
528
Tobias Financial Advisors
Florida
$1.73M -$29.8K -188 -2%
MWP
529
MYCIO Wealth Partners
Pennsylvania
$1.7M – – –
CWA
530
CJM Wealth Advisers
Virginia
$1.7M +$2.54K +16 +0.1%
SFG
531
Summit Financial Group
West Virginia
$1.7M -$195K -1,230 -10%
WFA
532
WestHill Financial Advisors
California
$1.69M -$11.7K -74 -0.7%
FFA
533
First Foundation Advisors
California
$1.69M +$690K +4,348 +64%
CCP
534
Carmel Capital Partners
California
$1.69M +$1.76M +11,127 New
VW
535
Vance Wealth
California
$1.67M +$33.8K +213 +2%
CS
536
Credit Suisse
Switzerland
$1.67M -$261K -1,645 -13%
GJIA
537
Glass Jacobson Investment Advisors
Maryland
$1.67M -$17.1K -108 -1%
JIC
538
Joel Isaacson & Co
New York
$1.66M +$26.6K +168 +2%
BDFN
539
Bond & Devick Financial Network
Minnesota
$1.66M +$9.99K +63 +0.6%
FT
540
Fiduciary Trust
Massachusetts
$1.65M +$82.5K +520 +5%
TSW
541
Thompson Siegel & Walmsley
Virginia
$1.64M +$55.8K +352 +3%
EI
542
Ellevest Inc
New York
$1.63M – – –
CAM
543
Carret Asset Management
New York
$1.63M +$1.27K +8 +0.1%
MWA
544
Monograph Wealth Advisors
California
$1.62M – – –
NLG
545
New Legacy Group
New York
$1.61M – – –
VFP
546
Verus Financial Partners
Virginia
$1.61M +$159 +1 +0%
GC
547
Grimes & Company
Massachusetts
$1.61M +$104K +656 +7%
EIA
548
Eldridge Investment Advisors
New Hampshire
$1.6M -$319K -2,014 -16%
FMWA
549
Forvis Mazars Wealth Advisors
Missouri
$1.6M +$87.7K +553 +6%
ML
550
McAdam LLC
Pennsylvania
$1.59M -$83.1K -524 -5%
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