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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
651
Venturi Wealth Management
Texas
$436K +$215K +1,717 +100%
MOS
652
MGO One Seven
Ohio
$434K -$223K -1,782 -34%
PCMC
653
Private Capital Management (Colorado)
Colorado
$434K -$3.63K -29 -0.8%
PWMG
654
Prestige Wealth Management Group
New Jersey
$432K -$96.4K -770 -19%
LC
655
Lourd Capital
California
$431K -$40K -320 -9%
FMTC
656
Farmers & Merchants Trust Company
California
$428K -$3.13K -25 -0.7%
LF
657
Lee Financial
Texas
$428K +$54.4K +435 +15%
LFS
658
Lutz Financial Services
Nebraska
$427K -$5.13K -41 -1%
CCFM
659
Clear Creek Financial Management
Washington
$422K +$415K +3,319 New
BWM
660
Brickley Wealth Management
California
$420K – – –
FFA
661
First Foundation Advisors
California
$420K +$55.3K +442 +15%
CIAS
662
Capital Investment Advisory Services
North Carolina
$417K +$178K +1,423 +78%
PFA
663
Paradigm Financial Advisors
Missouri
$414K -$34.8K -278 -8%
BBNA
664
Bremer Bank National Association
Minnesota
$414K – – –
CWM
665
Calamos Wealth Management
Illinois
$414K +$121K +964 +42%
DBRC
666
D.B. Root & Company
Pennsylvania
$413K -$184K -1,467 -31%
CT
667
Cambridge Trust
Massachusetts
$411K -$38.8K -310 -9%
CCM
668
Carlson Capital Management
Minnesota
$409K -$9.89K -79 -2%
SCM
669
Schnieders Capital Management
California
$409K +$402K +3,211 New
APSP
670
Asset Planning Services (Pennsylvania)
Pennsylvania
$408K +$58.6K +468 +17%
PA
671
Pinnacle Associates
New York
$407K -$54.1K -432 -12%
WP
672
WealthShield Partners
North Carolina
$404K – – –
GLA
673
Good Life Advisors
Pennsylvania
$403K +$3K +24 +0.8%
MIH
674
Madison Investment Holdings
Wisconsin
$401K -$37.3K -298 -9%
CB
675
Chemical Bank
Michigan
$401K +$70K +559 +22%
25 26
27
28 29