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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
KIA
601
KCM Investment Advisors
California
$514K -$53.9K -450 -9%
AFC
602
AFT Forsyth & Company
Florida
$510K -$12K -100 -2%
MGIA
603
Matthew Goff Investment Advisor
Texas
$507K +$3K +25 +0.6%
PFA
604
Pure Financial Advisors
California
$506K -$56.1K -468 -9%
FMII
605
Farmers & Merchants Investments Inc
Nebraska
$501K – – –
MCM
606
Maple Capital Management
Vermont
$499K +$47.5K +396 +10%
BRWM
607
B. Riley Wealth Management
Tennessee
$497K +$32.7K +273 +6%
MSA
608
Marino Stram & Associates
Massachusetts
$495K – – –
CFA
609
Clarfeld Financial Advisors
New York
$495K +$534K +4,453 New
CNC
610
Citizens & Northern Corp
Pennsylvania
$494K – – –
IWC
611
Integrated Wealth Concepts
Massachusetts
$492K +$314K +2,624 +145%
MOS
612
MGO One Seven
Ohio
$491K +$188K +1,569 +55%
CM
613
Columbus Macro
Pennsylvania
$488K -$46.9K -391 -8%
PAM
614
Palisade Asset Management
Minnesota
$488K -$7.67K -64 -1%
MC
615
Middleton & Co
Massachusetts
$487K -$86.3K -720 -14%
FAIM
616
Financial Advocates Investment Management
Washington
$487K +$71.4K +596 +16%
RI
617
Ridgewood Investments
New Jersey
$485K – – –
OAM
618
Occidental Asset Management
California
$483K – – –
GC
619
Gratus Capital
Georgia
$481K – – –
IC
620
Intersect Capital
California
$481K +$5.15K +43 +1%
AIP
621
Ameritas Investment Partners
Nebraska
$480K +$151K +1,259 +41%
CBFP
622
Cedar Brook Financial Partners
Ohio
$477K +$515K +4,298 New
WF
623
Welch & Forbes
Massachusetts
$475K – – –
WHG
624
Westwood Holdings Group
Texas
$475K +$249K +2,075 +94%
TCM
625
Tradition Capital Management
New Jersey
$471K – – –
23 24
25
26 27