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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
726
Ritholtz Wealth Management
New York
$1.14M +$377K +2,067 +53%
ACM
727
Alamar Capital Management
California
$1.13M -$186K -1,022 -15%
SIA
728
SkyView Investment Advisors
New Jersey
$1.13M – – –
FFA
729
Fragasso Financial Advisors
Pennsylvania
$1.13M -$55K -302 -5%
WP
730
WMS Partners
Maryland
$1.13M +$139K +762 +15%
AF
731
Apexium Financial
Texas
$1.13M +$27.7K +152 +3%
NPT
732
National Philanthropic Trust
Pennsylvania
$1.12M – – –
MOS
733
MGO One Seven
Ohio
$1.12M +$668K +3,667 +162%
CT
734
Coastline Trust
Rhode Island
$1.12M -$23.3K -128 -2%
FFA
735
Farther Finance Advisors
California
$1.12M +$425K +2,331 +65%
CAG
736
Csenge Advisory Group
Florida
$1.11M -$1.01M -5,529 -49%
FFA
737
First Foundation Advisors
California
$1.11M +$106K +584 +11%
EWA
738
Encompass Wealth Advisors
Oregon
$1.1M -$16.4K -90 -2%
MC
739
Middleton & Co
Massachusetts
$1.1M – – –
WIA
740
World Investment Advisors
California
$1.1M -$283K -1,555 -21%
HIP
741
HUB Investment Partners
Texas
$1.1M +$1.09K +6 +0.1%
CHC
742
City Holding Co
West Virginia
$1.1M +$19.5K +107 +2%
CAS
743
Coppell Advisory Solutions
Texas
$1.1M -$291K -1,595 -22%
JCM
744
Jacobi Capital Management
Pennsylvania
$1.09M +$1.05M +5,756 New
GLA
745
Good Life Advisors
Pennsylvania
$1.09M +$681K +3,736 +185%
E
746
ETFidea
New York
$1.08M -$109K -596 -9%
FTWA
747
Fifth Third Wealth Advisors
Ohio
$1.08M +$482K +2,645 +87%
TWM
748
Thrive Wealth Management
Pennsylvania
$1.08M -$31.2K -171 -3%
SWM
749
Sendero Wealth Management
Texas
$1.08M – – –
ACM
750
Advisors Capital Management
New Jersey
$1.08M -$73.1K -401 -7%
28 29
30
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