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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
701
Peterson Wealth Advisors
Utah
$357K +$2K +16 +0.6%
RC
702
RegentAtlantic Capital
New Jersey
$356K +$73.5K +587 +27%
WA
703
Wealth Architects
California
$355K -$25.8K -206 -7%
EFSCE
704
Enterprise Financial Services Corp (EFSC)
Missouri
$354K -$10.4K -83 -3%
FLPIM
705
F.L. Putnam Investment Management
Massachusetts
$350K -$2.56M -20,473 -88%
WA
706
WESPAC Advisors
California
$344K +$38K +304 +13%
FFG
707
Frisch Financial Group
New York
$343K -$48.2K -385 -13%
OWM
708
Orgel Wealth Management
Wisconsin
$342K +$10K +80 +3%
WCM
709
Wealthcare Capital Management
Virginia
$341K +$2.38K +19 +0.7%
EP
710
Edgestream Partners
New Jersey
$340K +$334K +2,669 New
ODIJL
711
One Day In July LLC
Vermont
$338K – – –
SS
712
Sunbelt Securities
Texas
$337K -$43.7K -349 -12%
LBC
713
Lowe Brockenbrough & Co
Virginia
$336K – – –
BEAM
714
Baker Ellis Asset Management
Washington
$335K – – –
LPT
715
Legacy Private Trust
Wisconsin
$335K – – –
TW
716
Transform Wealth
Colorado
$334K +$250 +2 +0.1%
BW
717
Bison Wealth
Georgia
$333K – – –
MFS
718
McNamara Financial Services
Massachusetts
$333K – – –
QAM
719
QCI Asset Management
New York
$333K – – –
AWMG
720
Alliance Wealth Management Group
New Jersey
$331K – – –
FTC
721
Farmers Trust Company
Ohio
$331K – – –
TCM
722
Towercrest Capital Management
Pennsylvania
$330K – – –
PFO
723
Pathstone Family Office
New Jersey
$330K +$96.4K +770 +42%
CM
724
Columbus Macro
Pennsylvania
$329K -$138K -1,104 -30%
B
725
Bridgeworth
Alabama
$329K +$876 +7 +0.3%
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