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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
801
D.J. St. Germain
Massachusetts
$216K -$1.8K -15 -0.8%
1WA
802
180 Wealth Advisors
Washington
$216K – – –
DBT
803
Dubuque Bank & Trust
Iowa
$216K – – –
SYBT
804
Stock Yards Bank & Trust
Kentucky
$214K +$231K +1,928 New
SFP
805
Shepherd Financial Partners
Massachusetts
$213K -$4.31K -36 -2%
NGA
806
Naples Global Advisors
Florida
$212K – – –
GT
807
Greenleaf Trust
Michigan
$210K – – –
BA
808
Baugh & Associates
Georgia
$210K +$1.56K +13 +0.7%
BFA
809
Bragg Financial Advisors
North Carolina
$209K -$203K -1,692 -47%
RFWA
810
RPg Family Wealth Advisory
Massachusetts
$208K +$179K +1,497 +395%
PBO
811
Peoples Bank (Ohio)
Ohio
$208K – – –
EB
812
Eastern Bank
Massachusetts
$207K – – –
BFA
813
Beaumont Financial Advisors
Massachusetts
$204K -$175K -1,459 -44%
CIAS
814
Capital Investment Advisory Services
North Carolina
$203K -$5.75K -48 -3%
SKK
815
Shepherd Kaplan Krochuk
Massachusetts
$203K +$219K +1,826 New
BS
816
Boenning & Scattergood
Pennsylvania
$201K +$240 +2 +0.1%
LWM
817
Liberty Wealth Management
California
$201K +$218K +1,815 New
FHA
818
Flagship Harbor Advisors
Massachusetts
$197K -$8.51K -71 -4%
POIA
819
Pin Oak Investment Advisors
Texas
$195K -$91.7K -765 -30%
WCM
820
WealthBridge Capital Management
Ohio
$195K +$211K +1,759 New
EI
821
Ellevest Inc
New York
$187K +$202K +1,684 New
APC
822
Aspire Private Capital
North Carolina
$185K +$199K +1,663 New
SMFS
823
Squar Milner Financial Services
California
$184K – – –
SWM
824
SeaCrest Wealth Management
New York
$183K +$9.71K +81 +5%
GSIS
825
Global Strategic Investment Solutions
Arizona
$178K +$192K +1,602 New
31 32
33
34 35