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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
601
Allred Capital Management
Texas
$520K +$27.9K +224 +4%
VHAM
602
Van Hulzen Asset Management
California
$519K -$114K -914 -15%
CAAS
603
Capital Asset Advisory Services
Michigan
$517K -$31.8K -255 -5%
CW
604
CreativeOne Wealth
Kansas
$505K +$95.1K +763 +18%
HFA
605
Hoover Financial Advisors
Pennsylvania
$503K – – –
BW
606
Bison Wealth
Georgia
$502K -$36.9K -296 -6%
VCP
607
Vista Capital Partners
Oregon
$502K -$33.8K -271 -5%
MGIA
608
Matthew Goff Investment Advisor
Texas
$501K – – –
SCI
609
S&CO Inc
Massachusetts
$501K – – –
FPTW
610
Franklin, Parlapiano, Turner & Welch
Texas
$497K -$37.9K -304 -6%
MWP
611
MYCIO Wealth Partners
Pennsylvania
$496K -$4.26M -34,189 -87%
FPCG
612
Fort Pitt Capital Group
Pennsylvania
$492K +$82.8K +664 +15%
GVAG
613
Great Valley Advisor Group
Delaware
$486K -$240K -1,922 -28%
RWA
614
Ropes Wealth Advisors
Massachusetts
$486K – – –
MWM
615
Merriman Wealth Management
Washington
$478K -$96.7K -776 -14%
KFI
616
Key Financial Inc
Pennsylvania
$472K -$45.5K -365 -7%
WIA
617
World Investment Advisors
California
$470K -$6.86K -55 -1%
WB
618
WesBanco Bank
West Virginia
$467K -$126K -1,009 -18%
WCWM
619
Willow Creek Wealth Management
California
$467K -$102K -819 -15%
CFO
620
CVA Family Office
Colorado
$461K +$580K +4,651 New
HCIA
621
Hochman Cole Investment Advisors
Illinois
$459K – – –
TFS
622
TrustCore Financial Services
Tennessee
$457K -$648K -5,199 -53%
WIC
623
Woodmont Investment Counsel
Tennessee
$456K +$208K +1,666 +57%
PA
624
Pinnacle Associates
New York
$454K +$93.5K +750 +20%
BCM
625
Brookstone Capital Management
Illinois
$449K -$706K -5,665 -56%
23 24
25
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