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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
626
Geneos Wealth Management
Colorado
$491K +$626 +5 +0.1%
CWM
627
Cornerstone Wealth Management
Missouri
$489K -$10.6K -85 -2%
IB
628
Intrust Bank
Kansas
$489K – – –
PL
629
Plancorp LLC
Missouri
$489K – – –
CWP
630
Capital Wealth Planning
Florida
$489K +$481K +3,843 New
CNC
631
Citizens & Northern Corp
Pennsylvania
$487K -$77.7K -621 -14%
RI
632
Ridgewood Investments
New Jersey
$487K – – –
WAM
633
Weatherly Asset Management
California
$485K -$112K -893 -19%
CPO
634
Cerity Partners OCIO
New York
$483K +$475K +3,796 New
HCM
635
Harvest Capital Management
New Hampshire
$482K – – –
SHGA
636
Sand Hill Global Advisors
California
$480K +$9.26K +74 +2%
SS
637
Simplicity Solutions
Minnesota
$478K -$290K -2,321 -38%
RBC
638
Roble Belko & Company
Pennsylvania
$477K +$24.5K +196 +6%
MPW
639
MA Private Wealth
California
$476K -$24.7K -197 -5%
TSWM
640
Triangle Securities Wealth Management
North Carolina
$475K -$13.5K -108 -3%
FRA
641
Front Row Advisors
California
$463K – – –
GPA
642
Guidance Point Advisors
Massachusetts
$461K +$2.13K +17 +0.5%
RW
643
REDW Wealth
New Mexico
$454K – – –
BCM
644
Bourgeon Capital Management
Connecticut
$449K – – –
ACS
645
Archford Capital Strategies
Illinois
$448K -$253K -2,025 -37%
FPCG
646
Fort Pitt Capital Group
Pennsylvania
$446K -$45.1K -360 -9%
PAI
647
Pittenger & Anderson Inc
Nebraska
$445K – – –
LW
648
Linscomb Wealth
Texas
$442K +$11.3K +90 +3%
MSAM
649
Moloney Securities Asset Management
Missouri
$439K -$2.63K -21 -0.6%
PFGIA
650
Patriot Financial Group Insurance Agency
Massachusetts
$438K +$22.2K +177 +5%
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