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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ASC
601
Atalanta Sosnoff Capital
New York
$2.56M -$106K -455 -4%
CIM
602
Confluence Investment Management
Missouri
$2.54M -$1.77M -7,607 -42%
IC
603
Iconiq Capital
California
$2.54M – – –
ITG
604
Index Technologies Group
New York
$2.53M -$30.3K -130 -1%
MCM
605
Manchester Capital Management
Vermont
$2.49M -$39.8K -171 -2%
FWP
606
FAS Wealth Partners
Kansas
$2.49M -$75.2K -323 -3%
PTC
607
Private Trust Company
Ohio
$2.49M -$99.7K -428 -4%
HIA
608
Highland Investment Advisors
Florida
$2.49M +$2.39M +10,253 New
MCM
609
Mattern Capital Management
Colorado
$2.48M – – –
EWM
610
Evercore Wealth Management
New York
$2.48M -$40.8K -175 -2%
JA
611
JVL Associates
Michigan
$2.48M – – –
IFPG
612
Intrepid Financial Planning Group
Indiana
$2.47M -$19.1K -82 -0.8%
BP
613
BBR Partners
New York
$2.46M +$2.07M +8,900 +707%
VCP
614
Verus Capital Partners
Arizona
$2.45M +$1.89M +8,120 +406%
FFA
615
First Foundation Advisors
California
$2.45M +$1.08M +4,638 +85%
NIM
616
Northeast Investment Management
Massachusetts
$2.45M – – –
SFS
617
Summit Financial Strategies
Ohio
$2.44M +$19.6K +84 +0.8%
ARG
618
Advisory Resource Group
Oklahoma
$2.43M -$27.7K -119 -1%
BDFN
619
Bond & Devick Financial Network
Minnesota
$2.43M -$11.9K -51 -0.5%
BAH
620
Beacon Advisors Holdings
Texas
$2.43M -$46.1K -198 -2%
CWMP
621
Clarion Wealth Managment Partners
Virginia
$2.42M -$17K -73 -0.7%
WFA
622
WestHill Financial Advisors
California
$2.42M – – –
GJIA
623
Glass Jacobson Investment Advisors
Maryland
$2.41M +$48K +206 +2%
AT
624
American Trust
Kentucky
$2.4M +$385K +1,653 +20%
EWA
625
EverSource Wealth Advisors
Alabama
$2.4M +$123K +527 +6%
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