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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
576
Grimes & Company
Massachusetts
$1.38M +$305K +2,030 +25%
VA
577
Valmark Advisers
Ohio
$1.38M +$451 +3 +0%
BP
578
BBR Partners
New York
$1.37M +$17.9K +119 +1%
BC
579
Barrett & Company
Rhode Island
$1.36M +$1.35M +8,978 New
UL
580
Unionview LLC
Washington
$1.36M +$32.9K +219 +2%
MCA
581
Maryland Capital Advisors
Maryland
$1.36M -$2.4K -16 -0.2%
PWM
582
PRW Wealth Management
Massachusetts
$1.36M -$273K -1,817 -15%
EI
583
Ellevest Inc
New York
$1.35M – – –
SFS
584
Summit Financial Strategies
Ohio
$1.33M – – –
NCM
585
NCM Capital Management
New Jersey
$1.33M +$9.77K +65 +0.7%
EA
586
Evergreen Advisors
Tennessee
$1.33M +$608K +4,049 +71%
ATC
587
Argent Trust Co
Tennessee
$1.31M – – –
EAM
588
Evanson Asset Management
California
$1.3M -$84.2K -560 -6%
RB
589
Renasant Bank
Mississippi
$1.3M -$3K -20 -0.2%
GFP
590
Gryphon Financial Partners
Ohio
$1.3M -$17.1K -114 -1%
SC
591
Steph & Co
Wisconsin
$1.29M +$141K +937 +11%
EVM
592
Eaton Vance Management
Massachusetts
$1.29M -$34K -226 -2%
KCM
593
Kornitzer Capital Management
Kansas
$1.29M – – –
CRC
594
Curi RMB Capital
Illinois
$1.29M -$11.3K -75 -0.8%
IA
595
IFG Advisory
Georgia
$1.29M +$466K +3,101 +49%
SCI
596
Stableford Capital II
Arizona
$1.28M +$31.9K +212 +2%
WP
597
WealthShield Partners
North Carolina
$1.27M +$15.5K +103 +1%
AIM
598
Anchor Investment Management
South Carolina
$1.27M +$41.3K +275 +3%
SPC
599
Sigma Planning Corp
Michigan
$1.26M +$67.3K +448 +5%
CIA
600
Choate Investment Advisors
Massachusetts
$1.26M – – –
22 23
24
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