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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
726
Caldwell Trust
Florida
$334K -$11.9K -100 -3%
BFS
727
Bradley Foster & Sargent
Connecticut
$333K +$334K +2,816 New
BBPWM
728
Blue Bell Private Wealth Management
Pennsylvania
$331K – – –
RC
729
RegentAtlantic Capital
New Jersey
$329K -$65.9K -556 -17%
CM
730
Cornerstone Management
Georgia
$329K – – –
NAS
731
Nicolet Advisory Services
Wisconsin
$328K -$218K -1,840 -40%
ODIJL
732
One Day In July LLC
Vermont
$328K +$8.3K +70 +3%
AF
733
Allworth Financial
California
$328K +$131K +1,105 +66%
EWM
734
Empirical Wealth Management
Washington
$327K – – –
PP
735
Palladium Partners
Virginia
$321K -$1.42K -12 -0.4%
SS
736
Sunbelt Securities
Texas
$319K -$2.02K -17 -0.6%
CFS
737
CRA Financial Services
New Jersey
$316K +$593 +5 +0.2%
RCM
738
RNC Capital Management
California
$316K +$317K +2,675 New
MFS
739
McNamara Financial Services
Massachusetts
$315K +$14.3K +121 +5%
BBNA
740
Bremer Bank National Association
Minnesota
$312K – – –
EPA
741
Element Pointe Advisors
Florida
$311K +$313K +2,640 New
AWMG
742
Alliance Wealth Management Group
New Jersey
$310K -$14.8K -125 -5%
FMBTD
743
First Midwest Bank Trust Division
Illinois
$309K -$593 -5 -0.2%
QAM
744
QCI Asset Management
New York
$309K – – –
BWA
745
BDO Wealth Advisors
Florida
$309K +$225K +1,900 +264%
CCP
746
Corient Capital Partners
California
$308K – – –
SAM
747
Secure Asset Management
Michigan
$307K -$101K -850 -25%
FFA
748
First Foundation Advisors
California
$303K -$44.5K -375 -13%
MCP
749
Mirador Capital Partners
California
$302K -$53K -447 -15%
SWMG
750
Strategic Wealth Management Group
Maryland
$301K -$1.64M -13,799 -84%
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30
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