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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
826
Central Trust Company
Missouri
$959K -$480K -2,518 -33%
CAG
827
Csenge Advisory Group
Florida
$958K -$11.6K -61 -1%
ECM
828
Evergreen Capital Management
Washington
$957K +$181K +950 +23%
DC
829
Davenport & Co
Virginia
$956K +$371K +1,946 +62%
FIA
830
Foundations Investment Advisors
Arizona
$956K +$193K +1,014 +25%
BF
831
Bonfire Financial
Colorado
$953K +$4K +21 +0.4%
HWM
832
Hemington Wealth Management
Virginia
$953K -$15.8K -83 -2%
SCI
833
S&CO Inc
Massachusetts
$950K – – –
LAM
834
Lakewood Asset Management
Illinois
$948K +$48.9K +257 +5%
MWM
835
Meridian Wealth Management
Kentucky
$946K +$8K +42 +0.8%
PG
836
Patten Group
Tennessee
$940K -$2.29K -12 -0.2%
SP
837
Symmetry Partners
Connecticut
$938K -$5.14K -27 -0.5%
QCM
838
QRG Capital Management
Illinois
$934K -$972K -5,105 -51%
MAWA
839
Moss Adams Wealth Advisors
Washington
$933K +$239K +1,254 +34%
BFA
840
Beaumont Financial Advisors
Massachusetts
$933K +$1.14K +6 +0.1%
PFG
841
Pacific Financial Group
Washington
$930K -$73.7K -387 -7%
ATC
842
Adirondack Trust Company
New York
$922K +$16K +84 +2%
AFG
843
ABLE Financial Group
Arizona
$920K -$247K -1,298 -21%
UB
844
Umpqua Bank
Oregon
$915K +$151K +791 +19%
AAS
845
Annex Advisory Services
Wisconsin
$913K -$86.5K -454 -9%
TWP
846
TFO Wealth Partners
Ohio
$905K +$916K +4,812 New
BWL
847
Bogart Wealth LLC
Virginia
$902K +$2.29K +12 +0.3%
1IA
848
1834 Investment Advisors
Wisconsin
$900K -$258K -1,354 -22%
SMA
849
Sage Mountain Advisors
Georgia
$900K +$472K +2,480 +108%
JIR
850
James Investment Research
Ohio
$899K – – –
32 33
34
35 36