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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
751
Choate Investment Advisors
Massachusetts
$799K -$125K -817 -14%
GC
752
Gratus Capital
Georgia
$798K – – –
SCI
753
S&CO Inc
Massachusetts
$797K – – –
CWM
754
Connecticut Wealth Management
Connecticut
$792K -$11.3K -74 -1%
MWM
755
Meridian Wealth Management
Kentucky
$787K -$259K -1,691 -25%
AUB
756
Atlantic Union Bankshares
Virginia
$786K -$91.7K -600 -11%
CAAS
757
Capital Asset Advisory Services
Michigan
$781K +$19.9K +130 +3%
VVP
758
Venture Visionary Partners
Ohio
$778K +$144K +940 +24%
IAG
759
Investmark Advisory Group
Connecticut
$769K +$5.2K +34 +0.7%
AWM
760
Atticus Wealth Management
Florida
$767K – – –
WCWM
761
Willow Creek Wealth Management
California
$765K – – –
WG
762
Watchman Group
Texas
$762K -$216K -1,410 -23%
AIS
763
American Investment Services
Massachusetts
$759K -$214K -1,400 -23%
PMFA
764
Plante Moran Financial Advisors
Michigan
$757K +$78.1K +511 +12%
CB
765
Cadence Bank
Mississippi
$756K -$27.8K -182 -4%
PGWM
766
Parisi Gray Wealth Management
New Jersey
$755K +$534K +3,491 +238%
MGIA
767
Matthew Goff Investment Advisor
Texas
$752K – – –
WP
768
WMS Partners
Maryland
$750K -$5.04K -33 -0.7%
BFA
769
Beaumont Financial Advisors
Massachusetts
$749K +$917 +6 +0.1%
IAG
770
Investment Advisory Group
Massachusetts
$748K +$8.71K +57 +1%
EA
771
Evergreen Advisors
Tennessee
$743K – – –
LT
772
Legacy Trust
Michigan
$741K -$3.21K -21 -0.4%
FUBT
773
First United Bank & Trust
Maryland
$736K -$31.2K -204 -4%
BC
774
Barnett & Company
Tennessee
$736K -$15.4K -101 -2%
RB
775
Renasant Bank
Mississippi
$732K -$2.29K -15 -0.3%
29 30
31
32 33