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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
601
Garde Capital
Washington
$1.01M – – –
SVWAG
602
Sound View Wealth Advisors Group
Georgia
$1.01M +$42.1K +291 +5%
MIAS
603
Mason Investment Advisory Services
Virginia
$1M – – –
HR
604
Hayden Royal
North Carolina
$1M +$565K +3,905 +145%
LBC
605
Lowe Brockenbrough & Co
Virginia
$999K +$399K +2,755 +72%
FCH
606
Freestone Capital Holdings
Washington
$998K +$8.54K +59 +0.9%
KTC
607
Kistler-Tiffany Companies
Pennsylvania
$993K -$2.75K -19 -0.3%
SYBT
608
Stock Yards Bank & Trust
Kentucky
$992K +$38.6K +267 +4%
FANJ
609
Financial Architects (New Jersey)
New Jersey
$989K +$4.34K +30 +0.5%
B
610
Bailard
California
$989K +$127K +880 +16%
AAS
611
Annex Advisory Services
Wisconsin
$987K -$94K -650 -9%
PFG
612
Pacific Financial Group
Washington
$985K +$87.2K +603 +10%
FI
613
Financial Insights
Washington
$982K -$20.8K -144 -2%
LCM
614
Logan Capital Management
Pennsylvania
$981K -$2.74M -18,962 -75%
SAM
615
Stringer Asset Management
Tennessee
$976K -$1.37M -9,466 -60%
CSPAM
616
Cary Street Partners Asset Management
Virginia
$971K +$927K +6,405 New
AAM
617
Autus Asset Management
Arizona
$969K -$6.51K -45 -0.7%
MW
618
Marcum Wealth
Ohio
$968K +$924K +6,385 New
SWA
619
Sax Wealth Advisors
New Jersey
$962K +$111K +770 +14%
PA
620
Paracle Advisors
Washington
$959K – – –
AG
621
Appleton Group
Wisconsin
$954K +$26.5K +183 +3%
AWM
622
Altium Wealth Management
New York
$951K -$19.8K -137 -2%
NG
623
Northstar Group
New York
$949K +$145 +1 +0%
SWM
624
Soundmark Wealth Management
Washington
$936K – – –
BTW
625
Boston Trust Walden
Massachusetts
$935K – – –
23 24
25
26 27