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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCT
601
Country Club Trust
Missouri
$331K +$344K +2,760 New
MFS
602
McNamara Financial Services
Massachusetts
$329K -$39.9K -320 -10%
PC
603
Port Capital
Illinois
$329K – – –
BEAM
604
Baker Ellis Asset Management
Washington
$328K – – –
JIC
605
Joel Isaacson & Co
New York
$328K +$374 +3 +0.1%
PWA
606
Peterson Wealth Advisors
Utah
$327K -$83.8K -672 -20%
FBA
607
Front Barnett Associates
Illinois
$327K -$4.36K -35 -1%
FTC
608
Farmers Trust Company
Ohio
$326K -$7.48K -60 -2%
CAM
609
Carret Asset Management
New York
$325K +$43.6K +350 +15%
VAM
610
Visionary Asset Management
Texas
$323K -$99.4K -797 -23%
ME
611
McIlrath & Eck
Washington
$320K -$44.3K -355 -12%
RIA
612
Regal Investment Advisors
Michigan
$320K +$85.7K +687 +35%
CHP
613
Cable Hill Partners
Oregon
$318K +$164K +1,315 +96%
TW
614
Transform Wealth
Colorado
$315K – – –
AIS
615
American Investment Services
Massachusetts
$314K – – –
APSP
616
Asset Planning Services (Pennsylvania)
Pennsylvania
$314K +$1.87K +15 +0.6%
FWP
617
FAS Wealth Partners
Kansas
$313K -$249 -2 -0.1%
FAT
618
First American Trust
California
$312K +$45.3K +363 +16%
PP
619
Palladium Partners
Virginia
$311K -$8.1K -65 -2%
SBL
620
Sargent Bickham Lagudis
Colorado
$311K +$1.12K +9 +0.3%
CAC
621
Certified Advisory Corp
Florida
$311K +$33.5K +269 +12%
NFG
622
Nations Financial Group
Iowa
$309K +$623 +5 +0.2%
MA
623
MCF Advisors
Kentucky
$308K -$1.12K -9 -0.3%
WA
624
Wealth Architects
California
$306K – – –
DPA
625
Delphi Private Advisors
California
$304K -$184K -1,476 -37%
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