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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
776
Evergreen Capital Management
Washington
$565K – – –
CSPAM
777
Cary Street Partners Asset Management
Virginia
$564K -$178K -1,110 -24%
EP
778
Edgestream Partners
New Jersey
$562K -$420K -2,620 -42%
KF
779
Krilogy Financial
Missouri
$562K +$43.1K +269 +8%
FFN
780
Focus Financial Network
Minnesota
$562K +$70.2K +438 +14%
EWM
781
Evermay Wealth Management
Virginia
$559K – – –
FC
782
Ferris Capital
Massachusetts
$557K +$537K +3,347 New
GWS
783
Glassman Wealth Services
Virginia
$555K -$4.17K -26 -0.7%
BCM
784
Bourgeon Capital Management
Connecticut
$552K – – –
CFO
785
CVA Family Office
Colorado
$549K -$253K -1,580 -25%
FFC
786
First Financial Corp
Indiana
$547K – – –
VCM
787
Vigilant Capital Management
Maine
$544K +$250K +1,559 +81%
EIP
788
Ellis Investment Partners
Pennsylvania
$543K +$127K +794 +30%
PCIA
789
Prime Capital Investment Advisors
Kansas
$542K -$67.5K -421 -11%
MPIM
790
McGinn Penninger Investment Management
Virginia
$540K – – –
DDPIC
791
Deroy & Devereaux Private Investment Counsel
Michigan
$539K – – –
ACA
792
Aptus Capital Advisors
Alabama
$536K -$26.6K -166 -5%
CC
793
Chicago Capital
Illinois
$529K – – –
FFA
794
First Foundation Advisors
California
$528K -$98.1K -612 -15%
PG
795
Patten Group
Tennessee
$528K -$6.41K -40 -1%
OWA
796
One Wealth Advisors
California
$528K – – –
WP
797
WealthPLAN Partners
Nebraska
$528K +$515K +3,215 New
BW
798
Bison Wealth
Georgia
$527K -$332K -2,069 -38%
SEEDPG
799
S.E.E.D. Planning Group
New York
$526K – – –
IFWM
800
Institute for Wealth Management
Colorado
$524K -$82.7K -516 -13%
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32
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