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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HPA
751
High Probability Advisors
New York
$1.01M -$11K -71 -1%
SB
752
Strategic Blueprint
Georgia
$999K -$25K -162 -3%
BFA
753
Brown Financial Advisory
Alabama
$997K -$16.1K -104 -2%
SIC
754
Sigma Investment Counselors
Michigan
$997K – – –
TFGT
755
TS Financial Group (TSFG)
Illinois
$981K -$182K -1,176 -17%
CFGA
756
Cambridge Financial Group (Arizona)
Arizona
$978K +$914K +5,920 New
JWM
757
JFG Wealth Management
Colorado
$973K +$10.5K +68 +1%
MOS
758
MGO One Seven
Ohio
$972K +$426K +2,761 +88%
CW
759
Connectus Wealth
Ohio
$972K +$66.7K +432 +8%
EWA
760
Encompass Wealth Advisors
Oregon
$961K +$309 +2 +0%
MC
761
Middleton & Co
Massachusetts
$961K -$6.02K -39 -0.7%
JIR
762
James Investment Research
Ohio
$960K -$108K -697 -11%
PG
763
Patten Group
Tennessee
$960K +$18.5K +120 +2%
SWM
764
Soundmark Wealth Management
Washington
$959K – – –
MCA
765
MSH Capital Advisors
Arizona
$955K -$46.2K -299 -5%
SWM
766
Sendero Wealth Management
Texas
$953K +$11.3K +73 +1%
FCH
767
Freestone Capital Holdings
Washington
$947K +$2.16K +14 +0.2%
IAN
768
Integrated Advisors Network
Texas
$945K +$334K +2,165 +61%
GSIS
769
Global Strategic Investment Solutions
Arizona
$942K +$10.8K +70 +1%
EIP
770
Easterly Investment Partners
Massachusetts
$940K +$878K +5,688 New
RMC
771
Regis Management Company
California
$939K – – –
CTA
772
Chesley Taft & Associates
Illinois
$936K -$35.5K -230 -4%
FAIM
773
Financial Advocates Investment Management
Washington
$935K -$326K -2,109 -26%
NAS
774
Nicolet Advisory Services
Wisconsin
$927K -$66.9K -433 -7%
FFA
775
First Foundation Advisors
California
$926K -$856K -5,541 -50%
29 30
31
32 33