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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
726
JSF Financial
California
$644K +$54.7K +378 +10%
MC
727
Moors & Cabot
Massachusetts
$642K +$353K +2,440 +137%
HWM
728
Hemington Wealth Management
Virginia
$637K +$61.6K +426 +11%
GGS
729
Galvin Gaustad & Stein
Arizona
$636K -$10.9K -75 -2%
OAM
730
Occidental Asset Management
California
$635K -$10.1K -70 -2%
CFGS
731
Concourse Financial Group Securities
Alabama
$632K -$141K -973 -19%
BFPW
732
BOK Financial Private Wealth
Colorado
$628K -$27.5K -190 -4%
CPO
733
Cerity Partners OCIO
New York
$625K -$46.7K -323 -7%
JIR
734
James Investment Research
Ohio
$618K +$43.4K +300 +8%
GPA
735
Guidance Point Advisors
Massachusetts
$614K -$1.16K -8 -0.2%
RBC
736
Roble Belko & Company
Pennsylvania
$613K +$64.8K +448 +12%
NEIRG
737
New England Investment & Retirement Group
Massachusetts
$605K +$2.31K +16 +0.4%
TI
738
Truepoint Inc
Ohio
$603K -$7.81K -54 -1%
FRA
739
Front Row Advisors
California
$603K +$289 +2 +0.1%
RWA
740
Ropes Wealth Advisors
Massachusetts
$591K -$49K -339 -8%
PFT
741
Providence First Trust
Arizona
$591K -$28.9K -200 -5%
CWM
742
Calamos Wealth Management
Illinois
$591K +$20.3K +140 +4%
LFAS
743
Level Four Advisory Services
Texas
$589K -$375K -2,594 -40%
PB
744
Pinnacle Bancorp
Nebraska
$588K +$25.2K +174 +5%
RCM
745
RNC Capital Management
California
$587K -$24.1M -166,250 -98%
PFA
746
Pure Financial Advisors
California
$587K -$41.1K -284 -7%
WF
747
WoodTrust Financial
Wisconsin
$587K – – –
CWM
748
Cornerstone Wealth Management
Missouri
$584K +$3.18K +22 +0.6%
BCM
749
Buckhead Capital Management
Georgia
$583K – – –
DWM
750
Darwin Wealth Management
Florida
$581K +$204K +1,408 +58%
28 29
30
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