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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
826
Schnieders Capital Management
California
$594K -$30K -192 -4%
OAM
827
Occidental Asset Management
California
$593K – – –
SIM
828
SSI Investment Management
California
$591K – – –
GGS
829
Galvin Gaustad & Stein
Arizona
$589K +$32.1K +205 +5%
BFPW
830
BOK Financial Private Wealth
Colorado
$588K -$18.8K -120 -3%
RBC
831
Roble Belko & Company
Pennsylvania
$587K – – –
NWM
832
NEIRG Wealth Management
Massachusetts
$587K +$1.41K +9 +0.2%
PCA
833
Personal Capital Advisors
California
$586K -$61.9K -396 -9%
AWA
834
Aaron Wealth Advisors
Illinois
$584K +$479K +3,062 +316%
BAM
835
Bosun Asset Management
Illinois
$580K – – –
RWA
836
Redmont Wealth Advisors
Illinois
$580K – – –
CF
837
Cantor Fitzgerald
New York
$580K +$626K +4,000 New
CWA
838
Consilium Wealth Advisory
Texas
$579K +$320K +2,045 +105%
LOPW
839
Live Oak Private Wealth
North Carolina
$577K -$47.6K -304 -7%
HGERS
840
Householder Group Estate & Retirement Specialist
Arizona
$576K +$140K +898 +29%
GC
841
GFG Capital
Florida
$576K +$622K +3,976 New
VAS
842
Vestmark Advisory Solutions
Massachusetts
$575K +$160K +1,021 +35%
PWP
843
Pursue Wealth Partners
California
$571K – – –
IBOK
844
Independence Bank of Kentucky
Kentucky
$567K +$4.85K +31 +0.8%
PFT
845
Providence First Trust
Arizona
$565K – – –
BWA
846
Bordeaux Wealth Advisors
California
$561K -$91.5K -585 -13%
TI
847
Truepoint Inc
Ohio
$560K -$3.13K -20 -0.5%
BFG
848
Berger Financial Group
Minnesota
$560K – – –
AWM
849
Accurate Wealth Management
Florida
$559K +$593K +3,788 New
BCM
850
Buckhead Capital Management
Georgia
$558K – – –
32 33
34
35 36