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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
551
QCI Asset Management
New York
$30K – – –
TCOV
552
Trust Company of Vermont
Vermont
$29K -$43.5K -438 -60%
DSN
553
D. Scott Neal
Kentucky
$29K +$29.3K +295 New
CP
554
Corbenic Partners
Pennsylvania
$26K – – –
DIA
555
Davidson Investment Advisors
Montana
$26K – – –
VCAM
556
Valentine Capital Asset Management
California
$25K +$26.3K +265 New
SNT
557
Security National Trust
West Virginia
$24K – – –
M
558
MOTCO
Texas
$23K -$24.7K -249 -51%
BAM
559
Brave Asset Management
New Jersey
$23K – – –
CTB
560
Country Trust Bank
Illinois
$23K +$4.67K +47 +25%
AIA
561
Allegis Investment Advisors
Idaho
$23K +$23.6K +238 New
CWM
562
Catamount Wealth Management
Connecticut
$20K – – –
OSNBOA
563
Old Second National Bank of Aurora
Illinois
$20K – – –
RWM
564
Raffa Wealth Management
District of Columbia
$19.6K -$893 -9 -4%
BAM
565
Bruderman Asset Management
New York
$18K +$18.3K +184 New
PCTC
566
Perkins Coie Trust Company
Washington
$17K – – –
LWCFA
567
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K +$14.9K +150 New
BCMIO
568
Beacon Capital Management Inc (Ohio)
Ohio
$14K +$9.43K +95 +190%
AC
569
Alexandria Capital
Virginia
$13K – – –
GBT
570
Grove Bank & Trust
Florida
$13K +$12.8K +129 New
FPFS
571
First Personal Financial Services
North Carolina
$13K +$13.2K +133 New
BIM
572
Barton Investment Management
Pennsylvania
$13K +$13.6K +137 New
HI
573
Hudock Inc
Pennsylvania
$12K – – –
LWM
574
Lenox Wealth Management
Ohio
$12K +$11.9K +120 New
PG
575
Patten Group
Tennessee
$9.79K +$9.93K +100 New
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