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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
651
Evermay Wealth Management
Virginia
$447K – – –
CST
652
Charles Schwab Trust
Nevada
$444K +$433K +3,941 New
WF
653
WoodTrust Financial
Wisconsin
$439K +$201K +1,826 +88%
PGWM
654
Parisi Gray Wealth Management
New Jersey
$438K -$440 -4 -0.1%
BZWA
655
Blue Zone Wealth Advisors
California
$437K +$5.28K +48 +1%
PWMAG
656
Pinnacle Wealth Management Advisory Group
New Jersey
$436K +$426K +3,872 New
EVM
657
Eaton Vance Management
Massachusetts
$432K -$17.1M -155,810 -98%
YWP
658
YorkBridge Wealth Partners
New York
$430K -$57.9K -526 -12%
WAM
659
Weatherly Asset Management
California
$429K – – –
LSAG
660
Lake Street Advisors Group
New Hampshire
$425K – – –
FC
661
Forte Capital
New York
$425K +$415K +3,774 New
IA
662
IFP Advisors
Florida
$424K +$93.8K +853 +29%
AFC
663
AFT Forsyth & Company
Florida
$423K -$54.4K -495 -12%
WLPWM
664
Walled Lake Planning & Wealth Management
Illinois
$423K -$34.5K -314 -8%
PCM
665
Pointe Capital Management
Michigan
$419K -$3.85K -35 -0.9%
RI
666
Ridgewood Investments
New Jersey
$418K -$12.8K -116 -3%
FFC
667
First Financial Corp
Indiana
$417K -$18.7K -170 -4%
DDPIC
668
Deroy & Devereaux Private Investment Counsel
Michigan
$415K +$7.48K +68 +2%
STA
669
Summit Trail Advisors
New York
$414K -$361K -3,286 -47%
PB
670
Pinnacle Bancorp
Nebraska
$414K -$1.76K -16 -0.4%
GWM
671
Geneos Wealth Management
Colorado
$413K +$1.43K +13 +0.3%
RMDI
672
R.M. Davis Inc
Maine
$411K -$22.8K -207 -5%
RIM
673
Rockbridge Investment Management
New York
$407K +$397K +3,614 New
JF
674
JSF Financial
California
$406K +$49.6K +451 +14%
RBC
675
Roble Belko & Company
Pennsylvania
$405K -$21.1K -192 -5%
25 26
27
28 29