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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
651
Pinnacle Associates
New York
$412K +$23.8K +199 +6%
BFS
652
Bradley Foster & Sargent
Connecticut
$412K +$83.3K +695 +23%
GWM
653
Geneos Wealth Management
Colorado
$411K +$161K +1,347 +56%
GPA
654
Guidance Point Advisors
Massachusetts
$411K +$444K +3,706 New
RWA
655
Ropes Wealth Advisors
Massachusetts
$405K – – –
TSWM
656
Triangle Securities Wealth Management
North Carolina
$404K -$142K -1,185 -25%
CAM
657
Carret Asset Management
New York
$403K +$111K +925 +34%
FMTC
658
Farmers & Merchants Trust Company
California
$403K +$435K +3,631 New
VAM
659
Visionary Asset Management
Texas
$402K -$162K -1,353 -27%
GC
660
Grimes & Company
Massachusetts
$402K +$57K +476 +15%
JF
661
JSF Financial
California
$401K +$433K +3,613 New
CAN
662
Claraphi Advisory Network
United States
$395K +$426K +3,555 New
SFM
663
Systematic Financial Management
New Jersey
$394K +$425K +3,550 New
CT
664
Cambridge Trust
Massachusetts
$393K – – –
BCM
665
Bourgeon Capital Management
Connecticut
$392K – – –
SCM
666
Snow Capital Management
Pennsylvania
$392K +$423K +3,532 New
CWM
667
Cornerstone Wealth Management
Missouri
$392K +$423K +3,534 New
JC
668
Jentner Corp
Ohio
$391K +$62.9K +525 +18%
CAC
669
Certified Advisory Corp
Florida
$391K +$82.1K +685 +24%
PFA
670
Paradigm Financial Advisors
Missouri
$390K +$14.7K +123 +4%
PAI
671
Pittenger & Anderson Inc
Nebraska
$389K – – –
LW
672
Linscomb Wealth
Texas
$389K +$15.3K +128 +4%
CFA
673
Capstone Financial Advisors
Illinois
$388K +$419K +3,495 New
FMT
674
First Mercantile Trust
Tennessee
$386K +$417K +3,480 New
VCM
675
Vigilant Capital Management
Maine
$383K – – –
25 26
27
28 29