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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
551
Vista Capital Partners
Oregon
$1.77M – – –
FLPIM
552
F.L. Putnam Investment Management
Massachusetts
$1.77M +$160K +977 +10%
5L
553
55I LLC
Massachusetts
$1.77M +$377K +2,298 +28%
NLG
554
New Legacy Group
New York
$1.76M – – –
CAM
555
Carret Asset Management
New York
$1.76M +$70K +426 +4%
MWA
556
Monograph Wealth Advisors
California
$1.76M – – –
GG
557
GenWealth Group
New Jersey
$1.75M – – –
LWCFA
558
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.74M -$328K -1,998 -16%
LFAS
559
Level Four Advisory Services
Texas
$1.74M -$905K -5,511 -34%
NLP
560
Next Level Private
New York
$1.73M -$793K -4,830 -32%
BP
561
BBR Partners
New York
$1.72M – – –
EAM
562
Evanson Asset Management
California
$1.7M +$164 +1 +0%
FWP
563
FAS Wealth Partners
Kansas
$1.7M +$18.2K +111 +1%
ES
564
Eagle Strategies
New York
$1.7M -$7.06K -43 -0.4%
DFS
565
Dixon Fnancial Services
California
$1.7M – – –
HWIS
566
Hancock Whitney Investment Services
Louisiana
$1.69M +$169K +1,032 +11%
NIG
567
NFJ Investment Group
Texas
$1.69M -$6.98M -42,503 -81%
DWMG
568
DB Wealth Management Group
California
$1.67M -$481K -2,927 -23%
MCA
569
Maryland Capital Advisors
Maryland
$1.66M – – –
NGA
570
Naples Global Advisors
Florida
$1.66M -$36.1K -220 -2%
WMA
571
West Michigan Advisors
Michigan
$1.64M +$88.2K +537 +6%
SFS
572
Summit Financial Strategies
Ohio
$1.63M -$39.1K -238 -2%
DWM
573
Dakota Wealth Management
Florida
$1.63M -$225K -1,370 -12%
GFP
574
Gryphon Financial Partners
Ohio
$1.6M -$767K -4,672 -33%
BDFN
575
Bond & Devick Financial Network
Minnesota
$1.6M +$150K +915 +10%
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