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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
KF
651
Krilogy Financial
Missouri
$94K – – –
FFW
652
Fusion Family Wealth
New York
$82K – – –
JFA
653
JNBA Financial Advisors
Minnesota
$81K – – –
EWM
654
Endurance Wealth Management
Rhode Island
$77K – – –
SFSIG
655
San Francisco Sentry Investment Group
California
$64K +$36.9K +317 +143%
HR
656
Howe & Rusling
New York
$60K – – –
CHC
657
City Holding Co
West Virginia
$60K +$8.74K +75 +17%
ADL
658
Asset Dedication LLC
California
$59K – – –
BWP
659
Baldwin Wealth Partners
Massachusetts
$59K – – –
FWM
660
Focused Wealth Management
New York
$59K +$23.3K +200 +67%
VCM
661
Versant Capital Management
Arizona
$57K -$6.99K -60 -11%
AIM
662
Advantage Investment Management
Iowa
$57K – – –
BRC
663
Bell Rock Capital
Delaware
$57K +$350 +3 +0.6%
TCM
664
TD Capital Management
Tennessee
$54K – – –
AIS
665
Accurate Investment Solutions
Pennsylvania
$54K +$53.1K +456 New
VNA
666
Valley National Advisers
Pennsylvania
$53K – – –
NFG
667
Next Financial Group
Texas
$50K -$10.1K -87 -17%
BWA
668
Burt Wealth Advisors
Maryland
$50K – – –
BWA
669
BDO Wealth Advisors
Florida
$48K -$62.5K -536 -57%
IA
670
IndexIQ Advisors
New York
$47K -$2.95M -25,361 -98%
AC
671
Alexandria Capital
Virginia
$46K +$45.3K +389 New
RIA
672
RPG Investment Advisory
California
$44K – – –
SA
673
SRH Advisors
Kansas
$43K +$41.9K +360 New
SAM
674
Shamrock Asset Management
Texas
$42K – – –
AIM
675
Anchor Investment Management
South Carolina
$41K – – –
25 26
27
28 29