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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
601
Maryland Capital Advisors
Maryland
$1.7M -$7.11K -39 -0.4%
MCM
602
Mattern Capital Management
Colorado
$1.68M – – –
NLP
603
Next Level Private
New York
$1.68M +$547 +3 +0%
NIM
604
Northeast Investment Management
Massachusetts
$1.68M +$63.8K +350 +4%
GJIA
605
Glass Jacobson Investment Advisors
Maryland
$1.65M -$96.4K -529 -6%
SCTC
606
Sanibel Captiva Trust Company
Florida
$1.65M +$575K +3,157 +57%
BSSFA
607
Baron Silver Stevens Financial Advisors
Florida
$1.64M – – –
GFP
608
Gryphon Financial Partners
Ohio
$1.64M -$139K -763 -8%
GG
609
GenWealth Group
New Jersey
$1.64M -$16.6K -91 -1%
BSHC
610
Breed's Hill Capital
Massachusetts
$1.63M – – –
FT
611
Fiduciary Trust
Massachusetts
$1.63M -$73.1K -401 -4%
CG
612
Clifford Group
Massachusetts
$1.63M -$59.2K -325 -4%
CT
613
Colonial Trust
South Carolina
$1.6M +$31.2K +171 +2%
PA
614
Pinnacle Associates
New York
$1.6M -$60.1K -330 -3%
PFP
615
Paragon Financial Partners
California
$1.6M +$2.55K +14 +0.2%
PFA
616
Pure Financial Advisors
California
$1.59M -$115K -632 -7%
RLWM
617
RF&L Wealth Management
Massachusetts
$1.59M +$53.7K +295 +4%
IB
618
Intrust Bank
Kansas
$1.59M +$2.55K +14 +0.2%
MFG
619
Merit Financial Group
Georgia
$1.56M +$553K +3,034 +58%
GWM
620
Global Wealth Management
New Jersey
$1.56M +$1.5M +8,220 New
CIA
621
Concurrent Investment Advisors
Florida
$1.56M +$117K +643 +9%
GT
622
Greenleaf Trust
Michigan
$1.55M +$568K +3,117 +61%
LFG
623
Larson Financial Group
Missouri
$1.55M -$32.6K -179 -2%
SA
624
SpiderRock Advisors
Delaware
$1.54M +$313K +1,717 +27%
AFA
625
American Financial Advisors
Georgia
$1.53M -$22K -121 -1%
23 24
25
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