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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
726
Squar Milner Financial Services
California
$213K +$198K +1,633 New
BHA
727
Beech Hill Advisors
New York
$212K +$121 +1 +0.1%
FHA
728
Flagship Harbor Advisors
Massachusetts
$209K +$199K +1,644 New
SNBOSD
729
Security National Bank of So Dak
Iowa
$209K +$204K +1,681 New
NEPPG
730
New England Professional Planning Group
Rhode Island
$208K +$200K +1,653 New
EWA
731
EP Wealth Advisors
California
$206K -$23.6K -195 -11%
AHC
732
Adell Harriman & Carpenter
Texas
$205K +$200K +1,650 New
CSIC
733
Clifford Swan Investment Counsel
California
$204K +$199K +1,640 New
BAC
734
Boys Arnold & Co
North Carolina
$203K +$198K +1,630 New
SMH
735
Sanders Morris Harris
Texas
$200K +$194K +1,605 New
SWM
736
SeaCrest Wealth Management
New York
$199K +$194K +1,599 New
PCA
737
Providence Capital Advisors
North Carolina
$194K +$189K +1,560 New
AF
738
Allworth Financial
California
$189K +$18.3K +151 +11%
AFNAS
739
American Financial Network Advisory Services
California
$186K +$29.7K +245 +20%
AIP
740
Ameritas Investment Partners
Nebraska
$179K -$217K -1,794 -55%
AIA
741
Armor Investment Advisors
North Carolina
$178K – – –
MSA
742
Marino Stram & Associates
Massachusetts
$178K +$173K +1,431 New
FNB
743
Farmers National Bank
Kentucky
$175K – – –
FPFS
744
First Personal Financial Services
North Carolina
$175K +$171K +1,410 New
PCP
745
Proficio Capital Partners
Massachusetts
$174K – – –
CHP
746
Cable Hill Partners
Oregon
$172K -$44.5K -367 -21%
CBT
747
Capital Bank & Trust
California
$170K +$166K +1,366 New
RFA
748
Reilly Financial Advisors
California
$156K -$41.8K -345 -22%
PCA
749
Peddock Capital Advisors
Massachusetts
$149K – – –
THWM
750
Taylor Hoffman Wealth Management
Virginia
$149K +$145K +1,195 New
28 29
30
31 32