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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
751
James Investment Research
Ohio
$932K -$102K -604 -10%
P
752
&Partners
Tennessee
$930K -$950K -5,615 -52%
FI
753
Financial Insights
Washington
$930K -$21.5K -127 -2%
IFG
754
Independent Financial Group
California
$926K +$88.2K +521 +11%
FFA
755
First Foundation Advisors
California
$924K -$75.6K -447 -8%
PGWM
756
Parisi Gray Wealth Management
New Jersey
$923K -$21.8K -129 -2%
FBT
757
First Bank & Trust
South Dakota
$919K +$869K +5,133 New
CHC
758
City Holding Co
West Virginia
$919K +$12.5K +74 +1%
IAG
759
Investmark Advisory Group
Connecticut
$918K +$21.8K +129 +3%
HI
760
Harbour Investments
Wisconsin
$916K +$58.4K +345 +7%
TCBWMS
761
Texas Capital Bank Wealth Management Services
Texas
$906K -$436K -2,576 -34%
EWM
762
Empirical Wealth Management
Washington
$906K +$66.2K +391 +8%
CTC
763
Central Trust Company
Missouri
$906K +$6.94K +41 +0.8%
SCI
764
S&CO Inc
Massachusetts
$904K – – –
SHJ
765
Sharkey, Howes & Javer
Colorado
$903K – – –
WP
766
WealthShield Partners
North Carolina
$900K -$412K -2,436 -33%
CAAS
767
Capital Asset Advisory Services
Michigan
$897K +$60.4K +357 +8%
RPWA
768
Regent Peak Wealth Advisors
Georgia
$895K -$38.6K -228 -4%
HC
769
Hoese & Co
Minnesota
$895K – – –
MFG
770
Merit Financial Group
Georgia
$892K +$186K +1,100 +27%
BFA
771
Beaumont Financial Advisors
Massachusetts
$888K +$1.01K +6 +0.1%
B
772
Bailard
California
$884K – – –
AUB
773
Atlantic Union Bankshares
Virginia
$880K -$11.3K -67 -1%
WA
774
Wealth Alliance
New York
$878K +$302K +1,784 +57%
VC
775
Veracity Capital
Georgia
$877K -$71.1K -420 -8%
29 30
31
32 33