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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
576
Gibson Capital
Pennsylvania
$247K +$46K +400 +23%
FAM
577
Formidable Asset Management
Ohio
$244K +$19.6K +170 +9%
MRCM
578
M&R Capital Management
New Jersey
$242K +$7.25K +63 +3%
WP
579
WealthSource Partners
California
$241K -$38.7K -336 -14%
FI
580
FormulaFolio Investments
Michigan
$239K -$7.25K -63 -3%
DY
581
Dowling & Yahnke
California
$239K – – –
PWW
582
Pettyjohn Wood & White
Virginia
$234K +$6.1K +53 +3%
HWA
583
HCR Wealth Advisors
California
$233K – – –
ZCA
584
Zeke Capital Advisors
Pennsylvania
$233K – – –
NIA
585
Northstar Investment Advisors
Colorado
$232K -$9.21K -80 -4%
NGA
586
Naples Global Advisors
Florida
$232K – – –
CWM
587
Connecticut Wealth Management
Connecticut
$230K – – –
AWA
588
Arete Wealth Advisors
Illinois
$230K +$227K +1,972 New
BO
589
Bank OZK
Arkansas
$229K – – –
CI
590
Cavalier Investments
Georgia
$228K – – –
GAM
591
Gemmer Asset Management
California
$226K +$112K +973 +100%
TAM
592
Tealwood Asset Management
Minnesota
$225K -$4.72K -41 -2%
SFP
593
Shepherd Financial Partners
Massachusetts
$224K -$131K -1,137 -37%
KIA
594
KCM Investment Advisors
California
$219K – – –
IC
595
Intersect Capital
California
$217K -$78K -678 -27%
CAM
596
Carret Asset Management
New York
$216K – – –
RFWA
597
RPg Family Wealth Advisory
Massachusetts
$212K +$209K +1,818 New
MC
598
Mathes Company
New York
$210K – – –
BA
599
BKS Advisors
Michigan
$208K – – –
EP
600
Edgestream Partners
New Jersey
$207K +$204K +1,775 New
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