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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
676
Essex Financial Services
Connecticut
$829K – – –
RIM
677
Rockbridge Investment Management
New York
$820K +$32K +202 +4%
WC
678
Whitney & Co
New York
$819K +$120K +756 +17%
GSIS
679
Global Strategic Investment Solutions
Arizona
$816K – – –
MFW
680
Meristem Family Wealth
Minnesota
$816K – – –
MWP
681
MYCIO Wealth Partners
Pennsylvania
$811K +$4.43K +28 +0.6%
MPWT
682
MassMutual Private Wealth & Trust
Connecticut
$808K -$623K -3,936 -44%
PFGIA
683
Patriot Financial Group Insurance Agency
Massachusetts
$806K +$43.5K +275 +6%
CC
684
Courier Capital
New York
$802K -$11.1K -70 -1%
KFI
685
Key Financial Inc
Pennsylvania
$801K – – –
SCI
686
S&CO Inc
Massachusetts
$801K – – –
CAAS
687
Capital Asset Advisory Services
Michigan
$792K -$52.2K -330 -6%
WCWM
688
Willow Creek Wealth Management
California
$791K +$1.58K +10 +0.2%
FAIM
689
Financial Advocates Investment Management
Washington
$782K +$198K +1,251 +23%
SFG
690
Summit Financial Group
West Virginia
$781K +$392K +2,475 +101%
FPCG
691
Fort Pitt Capital Group
Pennsylvania
$776K +$97K +613 +14%
WPA
692
West Paces Advisors
Georgia
$770K -$89.8K -567 -10%
HCIA
693
Hochman Cole Investment Advisors
Illinois
$764K +$59.7K +377 +8%
WIC
694
Woodmont Investment Counsel
Tennessee
$762K +$11.9K +75 +2%
MGIA
695
Matthew Goff Investment Advisor
Texas
$760K -$1.9K -12 -0.2%
HFA
696
Hoover Financial Advisors
Pennsylvania
$758K +$1.74K +11 +0.2%
CRC
697
Curi RMB Capital
Illinois
$756K -$8.55K -54 -1%
PWMAG
698
Pinnacle Wealth Management Advisory Group
New Jersey
$754K – – –
VCP
699
Vista Capital Partners
Oregon
$751K – – –
VCA
700
Verdence Capital Advisors
Maryland
$751K +$950 +6 +0.1%
26 27
28
29 30