We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
626
Crestwood Advisors Group
Massachusetts
$756K – – –
ST
627
Smithfield Trust
Pennsylvania
$755K -$35.3K -275 -5%
CTC
628
Central Trust Company
Missouri
$752K -$126K -984 -15%
MHI
629
Miller Howard Investments
New York
$741K +$695K +5,420 New
WPA
630
West Paces Advisors
Georgia
$741K -$29.6K -231 -4%
NGA
631
Naples Global Advisors
Florida
$736K +$452K +3,527 +190%
EFS
632
Essex Financial Services
Connecticut
$731K +$139K +1,080 +25%
SIS
633
SVB Investment Services
Utah
$730K -$9.62K -75 -1%
HTC
634
Haverford Trust Company
Pennsylvania
$726K – – –
PFGIA
635
Patriot Financial Group Insurance Agency
Massachusetts
$719K +$74.1K +578 +12%
CC
636
Courier Capital
New York
$716K – – –
WB
637
Webster Bank
Connecticut
$710K -$30.3K -236 -4%
GSIS
638
Global Strategic Investment Solutions
Arizona
$703K – – –
MFW
639
Meristem Family Wealth
Minnesota
$703K – – –
CFGS
640
Concourse Financial Group Securities
Alabama
$703K +$81.1K +632 +14%
CIM
641
Confluence Investment Management
Missouri
$701K +$658K +5,129 New
MWP
642
MYCIO Wealth Partners
Pennsylvania
$695K +$1.92K +15 +0.3%
CAAS
643
Capital Asset Advisory Services
Michigan
$695K +$2.82K +22 +0.4%
SCI
644
S&CO Inc
Massachusetts
$690K – – –
TWM
645
Tradition Wealth Management
Minnesota
$689K +$647K +5,042 New
MP
646
McDonald Partners
Ohio
$687K +$644K +5,021 New
KFI
647
Key Financial Inc
Pennsylvania
$685K +$30.9K +241 +5%
FPTW
648
Franklin, Parlapiano, Turner & Welch
Texas
$683K -$2.82K -22 -0.4%
WCWM
649
Willow Creek Wealth Management
California
$681K +$34.4K +268 +6%
RIM
650
Rockbridge Investment Management
New York
$679K +$13.2K +103 +2%
24 25
26
27 28