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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
751
Capital Investment Advisory Services
North Carolina
$461K +$7.7K +60 +2%
VCA
752
Verdence Capital Advisors
Maryland
$460K +$121K +942 +39%
TGAM
753
TBH Global Asset Management
Tennessee
$459K – – –
FC
754
Ferris Capital
Massachusetts
$458K – – –
WW
755
Waterfront Wealth
Kansas
$456K +$428K +3,334 New
BFWA
756
Benchmark Financial Wealth Advisors
Florida
$454K +$426K +3,318 New
EI
757
Ellevest Inc
New York
$452K +$148K +1,154 +54%
BCM
758
Brookstone Capital Management
Illinois
$446K -$24.9K -194 -6%
RCA
759
Resonant Capital Advisors
Wisconsin
$444K -$25.7K -200 -6%
LIM
760
Leavell Investment Management
Alabama
$444K +$113K +880 +37%
AIP
761
Ameritas Investment Partners
Nebraska
$442K +$316K +2,463 +319%
IA
762
IFG Advisory
Georgia
$441K +$128 +1 +0%
BCM
763
Bayesian Capital Management
New York
$438K +$128K +1,000 +45%
OWA
764
One Wealth Advisors
California
$437K +$83.2K +649 +25%
CCT
765
Capital City Trust
Florida
$431K – – –
WLPWM
766
Walled Lake Planning & Wealth Management
Illinois
$429K -$13.1K -102 -3%
BI
767
Berkeley Inc
Idaho
$427K +$401K +3,126 New
HWA
768
HCR Wealth Advisors
California
$427K – – –
MSA
769
Marino Stram & Associates
Massachusetts
$425K +$128 +1 +0%
RI
770
Ridgewood Investments
New Jersey
$423K – – –
KF
771
Krilogy Financial
Missouri
$422K – – –
SAG
772
Spotlight Asset Group
Illinois
$422K +$31K +242 +9%
IA
773
Insight Advisors
Pennsylvania
$422K +$396K +3,087 New
SHGA
774
Sand Hill Global Advisors
California
$418K +$15.5K +121 +4%
IB
775
Intrust Bank
Kansas
$415K – – –
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