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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BTIS
826
BB&T Investment Services
North Carolina
$18K – – –
CPIG
827
Chicago Partners Investment Group
Illinois
$18K – – –
MWM
828
Mascoma Wealth Management
New Hampshire
$16K – – –
FDCDDQ
829
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.4K – – –
FA
830
Fortis Advisors
Pennsylvania
$15K -$9.33K -77 -39%
HI
831
Hudock Inc
Pennsylvania
$15K – – –
MIM
832
Macroview Investment Management
Maryland
$14K – – –
CBT
833
Central Bank & Trust
Kentucky
$13K +$12.5K +103 New
RE
834
RBC Europe
United Kingdom
$12.4K – – –
FWM
835
Focused Wealth Management
New York
$12K -$48.5K -400 -80%
CWM
836
Catamount Wealth Management
Connecticut
$12K -$12.1K -100 -50%
IP
837
Intellectus Partners
California
$12K -$12.1K -100 -50%
SNT
838
Security National Trust
West Virginia
$12K – – –
TFA
839
Transamerica Financial Advisors
Florida
$12K +$11K +91 +4,550%
SWP
840
Strategic Wealth Partners
Ohio
$12K +$12.1K +100 New
TCOV
841
Trust Company of Vermont
Vermont
$11K – – –
GI
842
Gradient Investments
Minnesota
$11K +$11.1K +92 New
WTB
843
Washington Trust Bank
Washington
$10K -$11.5K -95 -53%
JCM
844
Jacobi Capital Management
Pennsylvania
$10K – – –
NSIM
845
North Star Investment Management
Illinois
$10K – – –
WAM
846
Watermark Asset Management
California
$10K – – –
FPB
847
First PREMIER Bank
South Dakota
$10K +$9.69K +80 New
BC
848
Barnett & Company
Tennessee
$9K – – –
MFBTD
849
MB Financial Bank - Trust Department
Illinois
$9K – – –
CA
850
Centerpoint Advisors
Massachusetts
$9K +$8.48K +70 New
32 33
34
35 36