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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
726
Breachway Investments
Rhode Island
$1.78M -$266K -1,140 -13%
EFG
727
Ethos Financial Group
Pennsylvania
$1.77M +$157K +672 +10%
HI
728
Harbour Investments
Wisconsin
$1.77M -$86.7K -372 -5%
LA
729
Legacy Advisors
Pennsylvania
$1.76M – – –
CCM
730
Cambridge Capital Management
Illinois
$1.75M -$13.3K -57 -0.8%
PP
731
Prosperity Planning
Missouri
$1.75M -$99.9K -429 -6%
VVP
732
Vulcan Value Partners
Alabama
$1.75M +$1.63M +7,011 New
PA
733
Pinnacle Associates
New York
$1.74M -$43.6K -187 -3%
FDG
734
Financial Discovery Group
Georgia
$1.73M -$68.7K -295 -4%
AO
735
Advisor OS
Illinois
$1.73M -$353K -1,517 -18%
GT
736
Greenleaf Trust
Michigan
$1.73M -$13K -56 -0.8%
EA
737
Enclave Advisors
Texas
$1.72M – – –
OCG
738
Opus Capital Group
Ohio
$1.72M – – –
DT
739
DV Trading
Illinois
$1.7M -$1.29M -5,540 -44%
WCP
740
Wick Capital Partners
Pennsylvania
$1.7M – – –
AIP
741
Almanack Investment Partners
Pennsylvania
$1.69M +$15.1K +65 +0.9%
GWM
742
Global Wealth Management
New Jersey
$1.69M – – –
GA
743
Greenspring Advisors
Maryland
$1.68M -$17K -73 -1%
MWAM
744
Manhattan West Asset Management
California
$1.68M +$806K +3,462 +100%
SMBT
745
Southern Michigan Bank & Trust
Michigan
$1.67M +$157K +674 +11%
HW
746
HORAN Wealth
Ohio
$1.67M +$62K +266 +4%
GSIS
747
Global Strategic Investment Solutions
Arizona
$1.66M +$4.89K +21 +0.3%
KWS
748
Keystone Wealth Services
California
$1.66M -$121K -520 -7%
BIA
749
BHK Investment Advisors
Alabama
$1.65M +$233 +1 +0%
CIA
750
Capital Investment Advisors
Georgia
$1.64M +$14.4K +62 +0.9%
28 29
30
31 32