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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
776
RegentAtlantic Capital
New Jersey
$246K – – –
SGAM
777
Steinberg Global Asset Management
Florida
$246K +$11.4K +95 +4%
ACI
778
Alpha Cubed Investments
California
$244K +$719 +6 +0.3%
PCA
779
Providence Capital Advisors
North Carolina
$243K +$75.7K +632 +41%
RPG
780
Risk Paradigm Group
Texas
$242K – – –
PC
781
Port Capital
Illinois
$242K – – –
WA
782
WealthTrust Axiom
Pennsylvania
$239K – – –
JPG
783
Jordan Park Group
California
$237K -$225K -1,876 -47%
GC
784
Gibson Capital
Pennsylvania
$236K – – –
SWM
785
SVA Wealth Management
Wisconsin
$233K -$28.8K -240 -10%
AWM
786
Alterna Wealth Management
Texas
$233K +$240K +2,000 New
FA
787
Financial Advisors
Massachusetts
$229K +$247K +2,063 New
KC
788
Kingfisher Capital
North Carolina
$227K +$3.35K +28 +1%
RWM
789
Reston Wealth Management
Virginia
$227K +$245K +2,045 New
GAM
790
Gemmer Asset Management
California
$225K -$11.3K -94 -4%
OTC
791
Opera Trading Capital
France
$222K -$120K -1,000 -33%
WP
792
WealthSource Partners
California
$222K -$4.79K -40 -2%
RT
793
Rockland Trust
Massachusetts
$222K – – –
ZCA
794
Zeke Capital Advisors
Pennsylvania
$222K – – –
FIM
795
Fernwood Investment Management
Massachusetts
$221K -$5.15K -43 -2%
EWM
796
Empirical Wealth Management
Washington
$220K – – –
KPW
797
Kore Private Wealth
New York
$220K +$238K +1,983 New
JG
798
Jefferies Group
New York
$220K +$238K +1,984 New
PWW
799
Pettyjohn Wood & White
Virginia
$219K – – –
CAG
800
Crestwood Advisors Group
Massachusetts
$217K +$36.2K +302 +18%
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32
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