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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
626
Pathstone Family Office
New Jersey
$102K – – –
BWM
627
Baystate Wealth Management
Massachusetts
$99K -$2.76K -24 -3%
CCM
628
Cribstone Capital Management
Maine
$94K -$7.48K -65 -7%
AWMS
629
Advocacy Wealth Management Services
Georgia
$94K +$93.3K +811 New
KF
630
Krilogy Financial
Missouri
$93K – – –
JGIA
631
Jackson Grant Investment Advisers
Connecticut
$93K +$460 +4 +0.5%
WIM
632
Westside Investment Management
California
$89.2K +$13.1K +114 +17%
DBT
633
Dubuque Bank & Trust
Iowa
$88K -$85.2K -740 -50%
FFW
634
Fusion Family Wealth
New York
$80K – – –
JFA
635
JNBA Financial Advisors
Minnesota
$79K – – –
NA
636
NewEdge Advisors
Louisiana
$76.6K +$76.3K +663 New
EWM
637
Endurance Wealth Management
Rhode Island
$75K – – –
LD
638
Lipe & Dalton
New York
$74K – – –
VCM
639
Versant Capital Management
Arizona
$63K +$6.91K +60 +12%
M
640
MOTCO
Texas
$61K – – –
BAM
641
Barrett Asset Management
New York
$60K – – –
HR
642
Howe & Rusling
New York
$59K – – –
NFG
643
Next Financial Group
Texas
$59K +$10K +87 +21%
ADL
644
Asset Dedication LLC
California
$58K – – –
BWP
645
Baldwin Wealth Partners
Massachusetts
$58K +$57.5K +500 New
AIM
646
Advantage Investment Management
Iowa
$56K – – –
BRC
647
Bell Rock Capital
Delaware
$56K – – –
MLFP
648
MPS Loria Financial Planners
Illinois
$54K +$53.6K +466 New
TCM
649
TD Capital Management
Tennessee
$53K – – –
VNA
650
Valley National Advisers
Pennsylvania
$52K -$24.7K -215 -33%
24 25
26
27 28