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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
701
Chesley Taft & Associates
Illinois
$1.12M +$94.9K +634 +9%
CPA
702
Cardiff Park Advisors
California
$1.11M +$1.05K +7 +0.1%
TFGT
703
TS Financial Group (TSFG)
Illinois
$1.1M +$696K +4,650 +177%
SHJ
704
Sharkey, Howes & Javer
Colorado
$1.1M – – –
OCG
705
Opus Capital Group
Ohio
$1.1M -$139K -926 -11%
WMA
706
West Michigan Advisors
Michigan
$1.08M -$42.8K -286 -4%
PPP
707
Private Portfolio Partners
New Jersey
$1.08M +$16.2K +108 +2%
WIC
708
Whitegate Investment Counselors
New Hampshire
$1.07M – – –
OCM
709
Objective Capital Management
Ohio
$1.07M +$150 +1 +0%
AWA
710
Amplius Wealth Advisors
Pennsylvania
$1.07M – – –
MWM
711
Moran Wealth Management
Florida
$1.06M +$1.05M +7,004 New
PWMG
712
Provence Wealth Management Group
California
$1.06M -$288K -1,924 -22%
CAM
713
Campion Asset Management
Virginia
$1.06M +$21K +140 +2%
CIA
714
Capital Investment Advisors
Georgia
$1.05M +$150 +1 +0%
SIC
715
Sigma Investment Counselors
Michigan
$1.05M +$13.5K +90 +1%
WTB
716
Washington Trust Bank
Washington
$1.04M -$3.24M -21,618 -76%
TFO
717
Tarbox Family Office
California
$1.04M – – –
IAIM
718
International Assets Investment Management
Florida
$1.04M +$130K +870 +15%
WB
719
WesBanco Bank
West Virginia
$1.03M +$26.8K +179 +3%
NIM
720
Northeast Investment Management
Massachusetts
$1.03M +$1.02M +6,800 New
VF
721
Vawter Financial
Ohio
$1.03M +$1.02M +6,785 New
SS
722
Simplicity Solutions
Minnesota
$1.03M -$12.3K -82 -1%
WG
723
Watchman Group
Texas
$1.02M -$286K -1,910 -22%
ERWM
724
Elk River Wealth Management
Colorado
$1.01M -$60.5K -404 -6%
KTC
725
Kistler-Tiffany Companies
Pennsylvania
$1M +$150 +1 +0%
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