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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
876
CX Institutional
Indiana
$135K +$129K +1,087 +2,051%
PWMG
877
Prestige Wealth Management Group
New Jersey
$133K -$55.4K -467 -29%
CWM
878
Cranbrook Wealth Management
Michigan
$132K – – –
BFC
879
Bedel Financial Consulting
Indiana
$130K – – –
MPCG
880
Matrix Private Capital Group
New York
$129K -$3.56K -30 -3%
ST
881
Sageworth Trust
Pennsylvania
$124K – – –
RFA
882
Reilly Financial Advisors
California
$123K +$2.37K +20 +2%
PG
883
Proffitt & Goodson
Tennessee
$122K – – –
MDCM
884
Morgan Dempsey Capital Management
Wisconsin
$119K +$114K +962 +2,237%
TFM
885
TFC Financial Management
Massachusetts
$116K +$117K +983 New
FCT
886
Family Capital Trust
Massachusetts
$112K -$2.44M -20,568 -96%
SWM
887
Sugarloaf Wealth Management
Georgia
$112K – – –
MFT
888
Moisand Fitzgerald Tamayo
Florida
$111K – – –
PCA
889
Providence Capital Advisors
North Carolina
$110K – – –
LGWM
890
Litman Gregory Wealth Management
California
$109K +$51.5K +434 +88%
EW
891
Evoke Wealth
California
$107K – – –
SAS
892
Stelac Advisory Services
New York
$105K – – –
EP
893
Eudaimonia Partners
Tennessee
$104K -$24.8K -209 -19%
FCM
894
Firestone Capital Management
Florida
$101K – – –
PFWA
895
Paces Ferry Wealth Advisors
Georgia
$99K +$99.7K +841 New
GAM
896
Gemmer Asset Management
California
$95K – – –
AIP
897
Ameritas Investment Partners
Nebraska
$91K -$56.2K -474 -38%
IRC
898
Investors Research Corp
Georgia
$90K – – –
HFRG
899
Houlihan Financial Resource Group
Virginia
$87K +$79.5K +670 New
SWM
900
Selective Wealth Management
Virginia
$83K – – –
34 35
36
37 38