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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
601
Curi RMB Capital
Illinois
$525K – – –
PCM
602
Pointe Capital Management
Michigan
$524K +$18.4K +145 +4%
ABTD
603
Arvest Bank Trust Division
Oklahoma
$518K +$513K +4,040 New
GC
604
Gratus Capital
Georgia
$517K -$60.6K -477 -11%
PP
605
PrairieView Partners
Minnesota
$514K +$510K +4,011 New
ARG
606
Advisory Resource Group
Oklahoma
$513K +$508K +4,000 New
3AM
607
3D Asset Management
Connecticut
$511K -$11.6K -91 -2%
EWM
608
Evermay Wealth Management
Virginia
$509K – – –
JGGDR
609
JGP Global Gestao de Recursos
Brazil
$502K +$497K +3,913 New
PGWM
610
Parisi Gray Wealth Management
New Jersey
$499K +$167K +1,318 +51%
BAC
611
Boys Arnold & Co
North Carolina
$496K – – –
QT
612
Quantbot Technologies
New York
$495K +$491K +3,863 New
IB
613
Intrust Bank
Kansas
$494K – – –
CWM
614
Cornerstone Wealth Management
Missouri
$494K +$381 +3 +0.1%
TSWM
615
Triangle Securities Wealth Management
North Carolina
$494K +$20.1K +158 +4%
CM
616
Cornerstone Management
Georgia
$493K -$28.8K -227 -6%
PL
617
Plancorp LLC
Missouri
$493K – – –
GWM
618
Geneos Wealth Management
Colorado
$492K -$1.91K -15 -0.4%
RI
619
Ridgewood Investments
New Jersey
$491K – – –
WAM
620
Weatherly Asset Management
California
$489K – – –
CWM
621
Calamos Wealth Management
Illinois
$488K +$69.9K +550 +17%
VCM
622
Vigilant Capital Management
Maine
$487K -$140K -1,100 -22%
CPO
623
Cerity Partners OCIO
New York
$487K – – –
RBC
624
Roble Belko & Company
Pennsylvania
$481K – – –
FLPIM
625
F.L. Putnam Investment Management
Massachusetts
$475K +$121K +955 +35%
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