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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
826
Seizert Capital Partners
Michigan
$1.03M +$1.06M +5,542 New
CAS
827
Coppell Advisory Solutions
Texas
$1.03M -$46.2K -241 -4%
CAG
828
Csenge Advisory Group
Florida
$1.02M -$60.6K -316 -5%
IAG
829
Investment Advisory Group
Massachusetts
$1.02M +$7.86K +41 +0.8%
SHJ
830
Sharkey, Howes & Javer
Colorado
$1.02M -$105K -545 -9%
FNT
831
First National Trust
Pennsylvania
$1.01M – – –
WF
832
Welch & Forbes
Massachusetts
$1.01M +$117K +610 +13%
AF
833
Apollon Financial
South Carolina
$1M -$5.37K -28 -0.5%
PGWM
834
Parisi Gray Wealth Management
New Jersey
$993K +$10.2K +53 +1%
TCM
835
Tassel Capital Management
North Carolina
$992K +$1.03M +5,360 New
SCA
836
STALEY CAPITAL ADVISERS
Pennsylvania
$992K – – –
BWA
837
BlueChip Wealth Advisors
Georgia
$992K +$16.9K +88 +2%
CWAF
838
Core Wealth Advisors (Florida)
Florida
$988K +$17.8K +93 +2%
CFGA
839
Cambridge Financial Group (Arizona)
Arizona
$987K -$10.2K -53 -1%
PFG
840
Pacific Financial Group
Washington
$986K -$13.6K -71 -1%
AAS
841
Annex Advisory Services
Wisconsin
$983K +$88.8K +463 +10%
VC
842
Veracity Capital
Georgia
$982K +$143K +748 +16%
SFPG
843
Stonebridge Financial Planning Group
Florida
$982K +$1.02M +5,304 New
EWM
844
Empirical Wealth Management
Washington
$981K – – –
TCBWMS
845
Texas Capital Bank Wealth Management Services
Texas
$980K +$12.1K +63 +1%
MHI
846
Miller Howard Investments
New York
$977K +$1.01M +5,280 New
FFC
847
First Financial Corp
Indiana
$975K -$16.5K -86 -2%
YP
848
YANKCOM Partnership
South Dakota
$972K +$1.01M +5,249 New
NPF
849
Norris Perne & French
Michigan
$971K -$4.05M -21,121 -80%
HC
850
Hoese & Co
Minnesota
$967K -$192 -1 -0%
32 33
34
35 36