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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
726
Caldwell Trust
Florida
$330K – – –
TAM
727
Townsend Asset Management
North Carolina
$328K -$13.6K -124 -4%
FNBT
728
FineMark National Bank & Trust
Florida
$328K -$11K -100 -3%
WA
729
Wealth Architects
California
$327K +$2.64K +24 +0.8%
EFSCE
730
Enterprise Financial Services Corp (EFSC)
Missouri
$324K +$12.5K +114 +4%
SAG
731
Spotlight Asset Group
Illinois
$321K -$46K -418 -13%
BBPWM
732
Blue Bell Private Wealth Management
Pennsylvania
$320K -$11K -100 -3%
ECM
733
Evergreen Capital Management
Washington
$320K +$312K +2,838 New
SCA
734
Snowden Capital Advisors
New York
$317K +$1.76K +16 +0.6%
OSAM
735
O'Shaughnessy Asset Management
Connecticut
$316K -$1.64M -14,941 -84%
BRWM
736
B. Riley Wealth Management
Tennessee
$315K -$269K -2,450 -47%
VFP
737
Verus Financial Partners
Virginia
$314K +$1.87K +17 +0.6%
CM
738
Cornerstone Management
Georgia
$314K – – –
EWM
739
Empirical Wealth Management
Washington
$312K -$54.8K -498 -15%
ZIM
740
Zacks Investment Management
Illinois
$310K -$5.44M -49,421 -95%
AWMG
741
Alliance Wealth Management Group
New Jersey
$310K – – –
VHAM
742
Van Hulzen Asset Management
California
$308K -$275K -2,503 -48%
PP
743
Palladium Partners
Virginia
$307K +$2.09K +19 +0.7%
SS
744
Sunbelt Securities
Texas
$306K +$3.41K +31 +1%
JIC
745
Joel Isaacson & Co
New York
$305K -$15.7K -143 -5%
ODIJL
746
One Day In July LLC
Vermont
$305K -$10.4K -95 -3%
SXL
747
Summit X LLC
Missouri
$304K – – –
TFGT
748
TS Financial Group (TSFG)
Illinois
$303K -$64.7K -588 -18%
CFS
749
CRA Financial Services
New Jersey
$300K +$3.3K +30 +1%
BBNA
750
Bremer Bank National Association
Minnesota
$298K -$15.1K -137 -5%
28 29
30
31 32