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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
701
Mascoma Wealth Management
New Hampshire
$1.11M -$37.2K -220 -3%
AWM
702
Accurate Wealth Management
Florida
$1.11M -$846 -5 -0.1%
PFG
703
Pacific Financial Group
Washington
$1.11M -$32.8K -194 -3%
GWM
704
Geneos Wealth Management
Colorado
$1.1M -$3.55M -20,999 -77%
SIA
705
Schechter Investment Advisors
Michigan
$1.1M +$487K +2,879 +89%
HPA
706
High Probability Advisors
New York
$1.1M – – –
SXL
707
Summit X LLC
Missouri
$1.1M -$107K -632 -9%
TCOTS
708
Trust Company of the South
North Carolina
$1.09M -$27.8K -164 -3%
MWAM
709
Manhattan West Asset Management
California
$1.09M +$413K +2,442 +67%
AF
710
Apexium Financial
Texas
$1.08M -$2.76M -16,291 -73%
ICG
711
InterOcean Capital Group
Tennessee
$1.07M -$123K -724 -11%
SIA
712
SkyView Investment Advisors
New Jersey
$1.07M +$1.01M +5,975 New
TWM
713
Thrive Wealth Management
Pennsylvania
$1.07M -$303K -1,791 -23%
BFA
714
Brown Financial Advisory
Alabama
$1.07M -$14.4K -85 -1%
NPT
715
National Philanthropic Trust
Pennsylvania
$1.06M -$2.24M -13,235 -69%
CFGA
716
Cambridge Financial Group (Arizona)
Arizona
$1.06M +$508 +3 +0.1%
DK
717
David Kennon
Florida
$1.06M +$997K +5,891 New
CAMG
718
CWA Asset Management Group
Florida
$1.05M -$146K -862 -13%
PG
719
Patten Group
Tennessee
$1.04M +$3.21K +19 +0.3%
EWA
720
Encompass Wealth Advisors
Oregon
$1.04M +$169 +1 +0%
MC
721
Middleton & Co
Massachusetts
$1.04M – – –
SWM
722
Soundmark Wealth Management
Washington
$1.04M – – –
VF
723
Vawter Financial
Ohio
$1.03M -$61.8K -365 -6%
SWM
724
Sendero Wealth Management
Texas
$1.03M -$3.38K -20 -0.3%
TFGT
725
TS Financial Group (TSFG)
Illinois
$1.03M -$32.5K -192 -3%
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