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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
526
Ironwood Investment Counsel
Arizona
$2.51M -$8.95K -47 -0.4%
QAM
527
Q3 Asset Management
Michigan
$2.5M +$2.53M +13,276 New
GJWM
528
Gilliland Jeter Wealth Management
Arkansas
$2.49M +$73.7K +387 +3%
WWA
529
WCG Wealth Advisors
Nevada
$2.49M -$29.7K -156 -1%
PWP
530
Precedent Wealth Partners
Texas
$2.48M -$38.3K -201 -1%
CIA
531
Concurrent Investment Advisors
Florida
$2.48M +$717K +3,766 +40%
FFG
532
Fortress Financial Group
Minnesota
$2.47M +$8.57K +45 +0.3%
CWM
533
Cahaba Wealth Management
Georgia
$2.47M -$91K -478 -4%
SAM
534
Secure Asset Management
Michigan
$2.43M +$1.74M +9,130 +240%
WAL
535
W Advisors LLC
Tennessee
$2.39M -$603K -3,166 -20%
AFG
536
Allegheny Financial Group
Pennsylvania
$2.38M +$101K +529 +4%
BWM
537
BigSur Wealth Management
Florida
$2.37M – – –
HCA
538
Heck Capital Advisors
Wisconsin
$2.36M -$1.22M -6,389 -34%
SFB
539
STAR Financial Bank
Indiana
$2.35M -$864K -4,538 -27%
OPCM
540
Osborne Partners Capital Management
California
$2.32M -$13.3K -70 -0.6%
PTC
541
Private Trust Company
Ohio
$2.32M -$191K -1,004 -8%
MMA
542
Miracle Mile Advisors
California
$2.32M +$1.25M +6,546 +113%
NB
543
Nicolet Bankshares
Wisconsin
$2.32M +$108K +565 +5%
AB
544
Atlas Brown
Kentucky
$2.31M -$7.62K -40 -0.3%
EWM
545
Evercore Wealth Management
New York
$2.3M -$10.3K -54 -0.4%
TFA
546
Tobias Financial Advisors
Florida
$2.29M +$311K +1,635 +16%
DFG
547
Dynamic Financial Group
Iowa
$2.29M +$1.14K +6 +0%
FDCP
548
Foster Dykema Cabot & Partners
Massachusetts
$2.29M -$89.3K -469 -4%
GI
549
GAMCO Investors
Connecticut
$2.26M -$381K -2,000 -14%
ZBNA
550
Zions Bancorporation, National Association
Utah
$2.25M +$2.28M +11,969 New
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