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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
676
Caprock Group
Idaho
$366K +$1.08K +9 +0.3%
WWM
677
Western Wealth Management
Colorado
$364K -$16.7K -139 -5%
UIA
678
UBP Investment Advisors
Switzerland
$364K – – –
LF
679
Lee Financial
Texas
$361K – – –
DJSG
680
D.J. St. Germain
Massachusetts
$360K +$117K +972 +50%
JC
681
Jentner Corp
Ohio
$358K -$75.1K -625 -18%
FFA
682
First Foundation Advisors
California
$353K -$609K -5,070 -64%
EFSCE
683
Enterprise Financial Services Corp (EFSC)
Missouri
$353K -$21.3K -177 -6%
PWA
684
Peterson Wealth Advisors
Utah
$353K +$1.8K +15 +0.5%
ZIM
685
Zacks Investment Management
Illinois
$352K -$36.3M -302,267 -99%
APG
686
Abacus Planning Group
South Carolina
$352K – – –
BSA
687
Braun Stacey Associates
New York
$349K – – –
FCA
688
FinTrust Capital Advisors
South Carolina
$348K – – –
FSA
689
Financial Sense Advisors
California
$344K -$23.1K -192 -6%
LNWWM
690
Laird Norton Wetherby Wealth Management
California
$340K -$315K -2,625 -49%
MA
691
MONECO Advisors
Connecticut
$338K -$961 -8 -0.3%
APSP
692
Asset Planning Services (Pennsylvania)
Pennsylvania
$338K +$8.77K +73 +3%
FC
693
Ferris Capital
Massachusetts
$338K +$155K +1,289 +89%
RFM
694
Royal Fund Management
Florida
$333K -$21.6K -180 -6%
WCM
695
Wealthcare Capital Management
Virginia
$329K +$36.2K +301 +13%
ODIJL
696
One Day In July LLC
Vermont
$328K – – –
ACI
697
Alpha Cubed Investments
California
$328K +$55.3K +460 +21%
LBC
698
Lowe Brockenbrough & Co
Virginia
$326K – – –
LPT
699
Legacy Private Trust
Wisconsin
$325K -$91.3K -760 -22%
BEAM
700
Baker Ellis Asset Management
Washington
$325K -$12.5K -104 -4%
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