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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
726
Moloney Securities Asset Management
Missouri
$305K -$34.5K -277 -8%
TW
727
Transform Wealth
Colorado
$305K -$2.62K -21 -0.7%
IWS
728
Insight Wealth Strategies
California
$303K -$155K -1,245 -29%
EFS
729
Essex Financial Services
Connecticut
$303K +$93.6K +751 +33%
DJSG
730
D.J. St. Germain
Massachusetts
$302K -$23.9K -192 -6%
TAM
731
Townsend Asset Management
North Carolina
$301K -$106K -852 -22%
CT
732
Cambridge Trust
Massachusetts
$301K -$55.2K -443 -13%
AWE
733
Avidian Wealth Enterprises
Texas
$301K -$15.5K -124 -4%
CFG
734
Citizens Financial Group
Rhode Island
$299K -$796K -6,386 -68%
FNBT
735
FineMark National Bank & Trust
Florida
$299K -$8.1K -65 -2%
NGA
736
Naples Global Advisors
Florida
$299K +$115K +922 +44%
IA
737
IFP Advisors
Florida
$298K -$175K -1,405 -32%
FAIM
738
Financial Advocates Investment Management
Washington
$297K -$37.1K -298 -9%
MA
739
MONECO Advisors
Connecticut
$296K +$1.87K +15 +0.5%
MAM
740
Madison Asset Management
Wisconsin
$293K -$349K -2,798 -49%
MSA
741
Marino Stram & Associates
Massachusetts
$292K – – –
UIA
742
UBP Investment Advisors
Switzerland
$292K – – –
CT
743
Caldwell Trust
Florida
$291K -$4.99K -40 -1%
BBPWM
744
Blue Bell Private Wealth Management
Pennsylvania
$288K -$24.9K -200 -6%
LA
745
LVW Advisors
New York
$287K +$118K +948 +49%
WA
746
Wealth Architects
California
$286K -$2.74K -22 -0.8%
CCFCSB
747
Cape Cod Five Cents Savings Bank
Massachusetts
$285K – – –
AIP
748
Ameritas Investment Partners
Nebraska
$283K -$215K -1,723 -38%
JIC
749
Joel Isaacson & Co
New York
$282K -$31.2K -250 -8%
WC
750
Waterloo Capital
Texas
$281K +$353K +2,830 New
28 29
30
31 32