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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
676
Darwin Wealth Management
Florida
$814K +$153K +956 +23%
MPWT
677
MassMutual Private Wealth & Trust
Connecticut
$810K +$13.6K +85 +2%
RIM
678
Rockbridge Investment Management
New York
$806K -$3.37K -21 -0.4%
SFG
679
Summit Financial Group
West Virginia
$806K +$36.1K +225 +5%
GSIS
680
Global Strategic Investment Solutions
Arizona
$805K – – –
MWP
681
MYCIO Wealth Partners
Pennsylvania
$800K – – –
SCI
682
S&CO Inc
Massachusetts
$790K – – –
VCA
683
Verdence Capital Advisors
Maryland
$786K +$46.2K +288 +6%
KFI
684
Key Financial Inc
Pennsylvania
$784K – – –
WPA
685
West Paces Advisors
Georgia
$770K +$11.4K +71 +1%
CAAS
686
Capital Asset Advisory Services
Michigan
$767K -$14.8K -92 -2%
CTA
687
Chesley Taft & Associates
Illinois
$758K +$230K +1,437 +42%
PFGIA
688
Patriot Financial Group Insurance Agency
Massachusetts
$757K -$39.4K -246 -5%
EA
689
Evergreen Advisors
Tennessee
$757K +$199K +1,242 +35%
CC
690
Courier Capital
New York
$756K -$36.1K -225 -4%
HCIA
691
Hochman Cole Investment Advisors
Illinois
$754K – – –
WIC
692
Woodmont Investment Counsel
Tennessee
$752K – – –
WCWM
693
Willow Creek Wealth Management
California
$751K -$30.1K -188 -4%
MGIA
694
Matthew Goff Investment Advisor
Texas
$750K – – –
PWMAG
695
Pinnacle Wealth Management Advisory Group
New Jersey
$744K – – –
GC
696
Gratus Capital
Georgia
$742K +$6.41K +40 +0.9%
OSAM
697
O'Shaughnessy Asset Management
Connecticut
$741K +$506K +3,155 +200%
RPWA
698
Regent Peak Wealth Advisors
Georgia
$740K +$45.7K +285 +6%
RWA
699
RGT Wealth Advisors
Texas
$730K – – –
JF
700
JSF Financial
California
$727K -$5.13K -32 -0.7%
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