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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
751
RegentAtlantic Capital
New Jersey
$876K +$192K +1,171 +29%
CAG
752
Crestwood Advisors Group
Massachusetts
$874K +$23.3K +142 +3%
RA
753
RFG Advisory
Alabama
$873K -$54.2K -330 -6%
RCAMU
754
Rothschild & Co Asset Management US
Connecticut
$868K -$837K -5,095 -49%
MLM
755
Mount Lucas Management
Pennsylvania
$854K +$443K +2,695 +110%
CTC
756
Central Trust Company
Missouri
$852K -$45K -274 -5%
SFP
757
Strategic Financial Partners
Oregon
$851K -$16.8K -102 -2%
IAIM
758
International Assets Investment Management
Florida
$851K +$201K +1,222 +31%
SCI
759
S&CO Inc
Massachusetts
$838K – – –
EP
760
Edgestream Partners
New Jersey
$836K -$1.45M -8,805 -64%
PFA
761
Pure Financial Advisors
California
$824K +$148K +904 +22%
CHC
762
City Holding Co
West Virginia
$820K -$5.91K -36 -0.7%
KFI
763
Key Financial Inc
Pennsylvania
$818K – – –
EA
764
Evergreen Advisors
Tennessee
$809K +$103K +627 +15%
CJFS
765
Coulter & Justus Financial Services
Tennessee
$809K +$800K +4,873 New
FFA
766
Freedman Financial Associates
Massachusetts
$808K +$98.5K +600 +14%
AW
767
ACG Wealth
Georgia
$801K -$72.3K -440 -8%
WCWM
768
Willow Creek Wealth Management
California
$797K – – –
CC
769
Courier Capital
New York
$794K -$7.88K -48 -1%
TWM
770
Titus Wealth Management
California
$792K +$25.8K +157 +3%
MGIA
771
Matthew Goff Investment Advisor
Texas
$791K – – –
RPWA
772
Regent Peak Wealth Advisors
Georgia
$781K – – –
WPA
773
West Paces Advisors
Georgia
$778K -$25.9K -158 -3%
ONB
774
Old National Bancorp
Indiana
$777K +$350K +2,134 +84%
RVM
775
Robinson Value Management
Texas
$775K +$49.6K +302 +7%
29 30
31
32 33