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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
DY
576
Dowling & Yahnke
California
$230K -$24K -222 -10%
BW
577
Bison Wealth
Georgia
$228K +$220K +2,035 New
EFS
578
Essex Financial Services
Connecticut
$227K +$219K +2,022 New
KL
579
KWMG LLC
Kansas
$226K -$22.9K -212 -10%
AI
580
Accredited Investors
Minnesota
$226K +$218K +2,014 New
ZCA
581
Zeke Capital Advisors
Pennsylvania
$224K – – –
BRWA
582
B. Riley Wealth Advisors
Florida
$224K +$214K +1,981 New
HWA
583
HCR Wealth Advisors
California
$224K +$216K +1,998 New
NGA
584
Naples Global Advisors
Florida
$223K – – –
PCA
585
Personal Capital Advisors
California
$220K +$212K +1,960 New
BO
586
Bank OZK
Arkansas
$220K +$212K +1,965 New
PWW
587
Pettyjohn Wood & White
Virginia
$219K – – –
RPGK
588
Retirement Planning Group (Kansas)
Kansas
$211K +$203K +1,881 New
KIA
589
KCM Investment Advisors
California
$211K +$203K +1,882 New
FPCP
590
Fort Point Capital Partners
California
$210K -$168K -1,556 -45%
CWM
591
Cornerstone Wealth Management
Missouri
$210K +$201K +1,856 New
CAM
592
Carret Asset Management
New York
$208K +$201K +1,858 New
WP
593
WMS Partners
Maryland
$205K -$123K -1,142 -38%
SCM
594
Sterneck Capital Management
Missouri
$204K +$197K +1,819 New
WP
595
WealthSource Partners
California
$203K -$72.9K -674 -27%
ONB
596
Old National Bancorp
Indiana
$203K +$195K +1,808 New
MC
597
Mathes Company
New York
$202K +$195K +1,800 New
SC
598
Scotia Capital
Ontario, Canada
$201K +$194K +1,790 New
RC
599
RegentAtlantic Capital
New Jersey
$201K +$194K +1,792 New
BA
600
BKS Advisors
Michigan
$200K – – –
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