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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
601
Tarbox Family Office
California
$1.13M – – –
KTC
602
Kistler-Tiffany Companies
Pennsylvania
$1.12M +$78K +493 +8%
APA
603
American Portfolios Advisors
New York
$1.12M -$579K -3,658 -34%
NHC
604
Nicholas Hoffman & Company
Georgia
$1.11M – – –
IFG
605
Investors Financial Group
Minnesota
$1.1M -$44.3K -280 -4%
CFG
606
Citizens Financial Group
Rhode Island
$1.09M -$278K -1,756 -20%
ETC
607
Exchange Traded Concepts
Oklahoma
$1.09M +$35.1K +222 +3%
FMTC
608
Farmers & Merchants Trust Company
California
$1.09M -$1.9K -12 -0.2%
WB
609
WesBanco Bank
West Virginia
$1.09M +$1.58K +10 +0.1%
ADL
610
Asset Dedication LLC
California
$1.09M +$14.9K +94 +1%
SIC
611
Sigma Investment Counselors
Michigan
$1.09M -$57K -360 -5%
EWM
612
Echo Wealth Management
Minnesota
$1.08M -$50.3K -318 -4%
FMII
613
Farmers & Merchants Investments Inc
Nebraska
$1.08M +$11.9K +75 +1%
LWP
614
Legacy Wealth Planning
Nevada
$1.07M -$18.4K -116 -2%
JFA
615
Johanson Financial Advisors
California
$1.07M -$41.3K -261 -4%
CI
616
Chartist Inc
California
$1.07M +$1.07M +6,732 New
FCH
617
Freestone Capital Holdings
Washington
$1.06M +$14.2K +90 +1%
SC
618
SouthState Corp
Florida
$1.06M -$41.8K -264 -4%
GC
619
Garde Capital
Washington
$1.06M – – –
LCM
620
Logan Capital Management
Pennsylvania
$1.05M +$28.7K +181 +3%
MIAS
621
Mason Investment Advisory Services
Virginia
$1.05M – – –
LNWTC
622
Laird Norton Wetherby Trust Company
Washington
$1.05M – – –
LBC
623
Lowe Brockenbrough & Co
Virginia
$1.05M – – –
BFA
624
Beaumont Financial Advisors
Massachusetts
$1.04M +$574K +3,628 +123%
FANJ
625
Financial Architects (New Jersey)
New Jersey
$1.03M – – –
23 24
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