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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HF
601
Halpern Financial
Virginia
$556K +$162K +1,472 +42%
FNT
602
First National Trust
Pennsylvania
$554K -$297K -2,700 -35%
RWP
603
RWA Wealth Partners
Massachusetts
$551K +$538K +4,890 New
VCP
604
Vista Capital Partners
Oregon
$550K -$19.6K -178 -4%
RWA
605
Ropes Wealth Advisors
Massachusetts
$546K -$5.39K -49 -1%
NIMC
606
NWQ Investment Management Company
California
$536K -$5.12M -46,563 -91%
DAS
607
Dynamic Advisor Solutions
Arizona
$534K +$521K +4,741 New
KIA
608
KCM Investment Advisors
California
$532K -$318K -2,895 -38%
WCWM
609
Willow Creek Wealth Management
California
$530K – – –
HCIA
610
Hochman Cole Investment Advisors
Illinois
$528K +$6.16K +56 +1%
UR
611
USCA RIA
Texas
$527K +$21.4K +195 +4%
CFO
612
CVA Family Office
Colorado
$524K – – –
NWP
613
Northstar Wealth Partners
Connecticut
$524K +$47.7K +434 +10%
PFGIA
614
Patriot Financial Group Insurance Agency
Massachusetts
$524K +$85.8K +780 +20%
KFI
615
Key Financial Inc
Pennsylvania
$521K – – –
NAS
616
Nicolet Advisory Services
Wisconsin
$520K -$80.2K -729 -14%
WB
617
WesBanco Bank
West Virginia
$517K -$13.4K -122 -3%
BFPW
618
BOK Financial Private Wealth
Colorado
$512K -$363K -3,298 -42%
MWM
619
Minot Wealth Management
Massachusetts
$512K -$178K -1,617 -26%
WIC
620
Woodmont Investment Counsel
Tennessee
$508K -$9.35K -85 -2%
FMTC
621
Farmers & Merchants Trust Company
California
$508K +$110K +1,000 +28%
MC
622
Middleton & Co
Massachusetts
$505K +$16.5K +150 +3%
WF
623
Welch & Forbes
Massachusetts
$502K – – –
AWM
624
Altium Wealth Management
New York
$501K -$127K -1,158 -21%
PCA
625
Personal Capital Advisors
California
$496K -$166K -1,507 -25%
23 24
25
26 27