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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
826
Calamos Wealth Management
Illinois
$612K -$88.6K -574 -12%
OAM
827
Occidental Asset Management
California
$610K -$6.18K -40 -1%
BAM
828
Bosun Asset Management
Illinois
$609K – – –
VVP
829
Venture Visionary Partners
Ohio
$608K +$19.9K +129 +3%
ETIA
830
Epic Trust Investment Advisors
Washington
$606K -$5.71K -37 -0.9%
CIAS
831
Capital Investment Advisory Services
North Carolina
$605K -$19.6K -127 -3%
CSPAM
832
Cary Street Partners Asset Management
Virginia
$602K -$72.7K -471 -11%
PCMC
833
Private Capital Management (Colorado)
Colorado
$602K +$39.8K +258 +7%
IBOK
834
Independence Bank of Kentucky
Kentucky
$600K +$4.63K +30 +0.8%
AA
835
Aire Advisors
California
$599K -$38.6K -250 -6%
IAN
836
Integrated Advisors Network
Texas
$598K -$108K -697 -15%
WIC
837
Woodmont Investment Counsel
Tennessee
$595K +$11.6K +75 +2%
PFT
838
Providence First Trust
Arizona
$594K – – –
SB
839
Sunflower Bank
Texas
$590K +$24.4K +158 +4%
BFG
840
Berger Financial Group
Minnesota
$589K – – –
BWA
841
Bordeaux Wealth Advisors
California
$588K – – –
PEA
842
Park Edge Advisors
Ohio
$587K – – –
CFS
843
CRA Financial Services
New Jersey
$586K -$2.01K -13 -0.3%
AIP
844
Ameritas Investment Partners
Nebraska
$583K -$91.6K -593 -13%
NCM
845
NCM Capital Management
New Jersey
$583K -$883K -5,715 -60%
LFS
846
Lutz Financial Services
Nebraska
$582K – – –
BWP
847
BSW Wealth Partners
Colorado
$582K +$74.7K +484 +15%
CD
848
Chapin Davis
Maryland
$580K +$10.2K +66 +2%
BA
849
Ballew Advisors
Mississippi
$580K -$38.6K -250 -6%
CAG
850
Crestwood Advisors Group
Massachusetts
$579K -$130K -840 -18%
32 33
34
35 36