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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
551
Clifford Group
Massachusetts
$1.53M -$79.2K -513 -5%
PA
552
Pinnacle Associates
New York
$1.52M +$172K +1,114 +13%
BCM
553
Brookstone Capital Management
Illinois
$1.51M +$179K +1,162 +14%
MIM
554
Miller Investment Management
Pennsylvania
$1.5M – – –
CFA
555
Cahill Financial Advisors
Minnesota
$1.5M -$16.4K -106 -1%
HH
556
Hilltop Holdings
Texas
$1.5M -$4.25M -27,490 -74%
SFS
557
Summit Financial Strategies
Ohio
$1.5M – – –
GG
558
GenWealth Group
New Jersey
$1.49M -$13.6K -88 -0.9%
FPF
559
First Pacific Financial
Washington
$1.49M +$7.57K +49 +0.5%
EPA
560
Element Pointe Advisors
Florida
$1.49M – – –
MCA
561
Maryland Capital Advisors
Maryland
$1.48M -$40.5K -262 -3%
AWA
562
Aaron Wealth Advisors
Illinois
$1.48M -$43.5K -282 -3%
GLA
563
Great Lakes Advisors
Illinois
$1.46M -$7.25M -46,968 -83%
VCP
564
Vista Capital Partners
Oregon
$1.46M – – –
LFAS
565
Level Four Advisory Services
Texas
$1.46M -$266K -1,720 -15%
GC
566
Grimes & Company
Massachusetts
$1.46M +$130K +845 +10%
EAM
567
Evanson Asset Management
California
$1.46M +$154 +1 +0%
AI
568
Atria Investments
North Carolina
$1.45M -$5.86M -37,919 -80%
SC
569
Steph & Co
Wisconsin
$1.44M -$16.2K -105 -1%
GF
570
Gries Financial
Ohio
$1.43M +$6.33K +41 +0.4%
HS
571
Horan Securities
United States
$1.43M +$6.95K +45 +0.5%
EFS
572
Essex Financial Services
Connecticut
$1.43M -$170K -1,098 -10%
AP
573
Adero Partners
California
$1.42M -$39.5K -256 -3%
AIM
574
Anchor Investment Management
South Carolina
$1.42M +$154 +1 +0%
RCM
575
RNC Capital Management
California
$1.42M -$35.6M -230,615 -96%
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