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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
726
Weatherly Asset Management
California
$517K – – –
HWM
727
Hemington Wealth Management
Virginia
$517K +$485K +3,780 New
JIR
728
James Investment Research
Ohio
$515K +$36.6K +285 +8%
YWP
729
YorkBridge Wealth Partners
New York
$514K +$23.7K +185 +5%
CWM
730
Calamos Wealth Management
Illinois
$514K +$111K +867 +30%
AFC
731
AFT Forsyth & Company
Florida
$513K – – –
FFN
732
Focus Financial Network
Minnesota
$508K +$103K +803 +28%
PB
733
Pinnacle Bancorp
Nebraska
$506K +$3.21K +25 +0.7%
STA
734
Summit Trail Advisors
New York
$503K – – –
JG
735
Jefferies Group
New York
$501K +$470K +3,663 New
CCM
736
Coldstream Capital Management
Washington
$499K -$276K -2,153 -37%
DDPIC
737
Deroy & Devereaux Private Investment Counsel
Michigan
$497K – – –
ECM
738
Evergreen Capital Management
Washington
$493K -$254K -1,982 -35%
RBC
739
Roble Belko & Company
Pennsylvania
$492K – – –
LSAG
740
Lake Street Advisors Group
New Hampshire
$488K -$19.2K -150 -4%
IFWM
741
Institute for Wealth Management
Colorado
$484K +$454K +3,543 New
BCM
742
Bourgeon Capital Management
Connecticut
$482K – – –
VC
743
Veracity Capital
Georgia
$481K +$55.4K +432 +14%
BAM
744
Belpointe Asset Management
Nevada
$480K +$169K +1,317 +60%
FFC
745
First Financial Corp
Indiana
$478K -$26.3K -205 -6%
LFS
746
Lutz Financial Services
Nebraska
$478K – – –
GWS
747
Glassman Wealth Services
Virginia
$477K -$18.6K -145 -4%
LOPW
748
Live Oak Private Wealth
North Carolina
$472K +$17.7K +138 +4%
KA
749
Klingman & Associates
New York
$464K +$435K +3,393 New
ACS
750
Archford Capital Strategies
Illinois
$463K – – –
28 29
30
31 32