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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
W
601
WealthShield
North Carolina
$400K +$388K +3,201 New
WP
602
WealthShield Partners
North Carolina
$400K +$388K +3,201 New
FWIA
603
Fort Washington Investment Advisors
Ohio
$392K – – –
SCP
604
Syntal Capital Partners
Texas
$390K +$14.1K +116 +4%
DBT
605
Dubuque Bank & Trust
Iowa
$389K – – –
GWS
606
Glassman Wealth Services
Virginia
$389K +$9.45K +78 +3%
BA
607
Ballew Advisors
Mississippi
$386K +$376K +3,104 New
FAIM
608
Financial Advocates Investment Management
Washington
$386K +$377K +3,107 New
WA
609
WealthTrust-Arizona
Arizona
$384K -$60.7K -501 -14%
CB
610
Chemical Bank
Michigan
$384K +$16.4K +135 +5%
MFS
611
McNamara Financial Services
Massachusetts
$381K – – –
IB
612
Intrust Bank
Kansas
$379K – – –
LW
613
Linscomb Wealth
Texas
$379K +$242 +2 +0.1%
GWM
614
Geneos Wealth Management
Colorado
$377K +$52.4K +432 +17%
ME
615
McIlrath & Eck
Washington
$376K +$367K +3,025 New
CG
616
Caprock Group
Idaho
$375K +$1.94K +16 +0.6%
BCSB
617
Bristol County Savings Bank
Massachusetts
$373K – – –
RIL
618
Rothschild Investment LLC
Illinois
$372K – – –
SGAM
619
Steinberg Global Asset Management
Florida
$371K +$361K +2,982 New
AWMG
620
Alliance Wealth Management Group
New Jersey
$367K -$580K -4,784 -62%
FI
621
FormulaFolio Investments
Michigan
$367K +$358K +2,954 New
RBC
622
Roble Belko & Company
Pennsylvania
$366K – – –
SWM
623
SVA Wealth Management
Wisconsin
$365K -$9.69K -80 -3%
OWM
624
Orgel Wealth Management
Wisconsin
$362K +$36.4K +300 +12%
APA
625
American Portfolios Advisors
New York
$359K +$350K +2,888 New
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