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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
651
Garde Capital
Washington
$1.27M +$8.63K +51 +0.7%
CPA
652
Capital Performance Advisors
California
$1.26M +$1.19M +7,046 New
SWA
653
Sax Wealth Advisors
New Jersey
$1.26M – – –
CCM
654
Coldstream Capital Management
Washington
$1.26M -$735K -4,346 -38%
KFP
655
KMG Fiduciary Partners
Ohio
$1.26M -$5.42K -32 -0.5%
FFA
656
Fragasso Financial Advisors
Pennsylvania
$1.25M -$48.9K -289 -4%
FMII
657
Farmers & Merchants Investments Inc
Nebraska
$1.25M – – –
WMA
658
West Michigan Advisors
Michigan
$1.25M -$50.4K -298 -4%
CIA
659
Capital Investment Advisors
Georgia
$1.25M -$56.5K -334 -5%
IAIM
660
International Assets Investment Management
Florida
$1.24M -$109K -643 -8%
ADL
661
Asset Dedication LLC
California
$1.24M +$508 +3 +0%
BIA
662
BHK Investment Advisors
Alabama
$1.24M +$301K +1,781 +35%
TFO
663
Tarbox Family Office
California
$1.23M -$338 -2 -0%
WIA
664
Wetzel Investment Advisors
Indiana
$1.23M -$6.43K -38 -0.5%
FAIM
665
Financial Advocates Investment Management
Washington
$1.23M +$1.01M +5,941 +97%
NIM
666
Northeast Investment Management
Massachusetts
$1.22M – – –
MW
667
Marcum Wealth
Ohio
$1.22M -$287K -1,694 -20%
CIA
668
Concurrent Investment Advisors
Florida
$1.2M -$47.2K -279 -4%
JWM
669
JFG Wealth Management
Colorado
$1.2M +$135K +796 +14%
WB
670
WesBanco Bank
West Virginia
$1.2M +$223K +1,315 +25%
QCM
671
QRG Capital Management
Illinois
$1.19M -$2.72M -16,082 -71%
TNB
672
Thomasville National Bank
Georgia
$1.19M -$508 -3 -0%
NG
673
Northstar Group
New York
$1.19M +$10.8K +64 +1%
LGWM
674
Litman Gregory Wealth Management
California
$1.18M +$35.4K +209 +3%
PMFA
675
Plante Moran Financial Advisors
Michigan
$1.18M – – –
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