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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
3LCM
876
3D/L Capital Management
Connecticut
$412K -$24.9K -157 -6%
FMBTD
877
First Midwest Bank Trust Division
Illinois
$412K – – –
PAI
878
Pittenger & Anderson Inc
Nebraska
$412K – – –
SA
879
Sicart Associates
New York
$412K – – –
CCP
880
Corient Capital Partners
California
$410K -$10.4K -66 -2%
JC
881
Jentner Corp
Ohio
$409K – – –
FFA
882
Fi3 Financial Advisors
Indiana
$409K +$50K +316 +14%
MCP
883
Mirador Capital Partners
California
$407K -$158 -1 -0%
TSWM
884
Triangle Securities Wealth Management
North Carolina
$407K +$7.44K +47 +2%
CAM
885
Columbia Asset Management
Michigan
$406K – – –
AWM
886
AAF Wealth Management
Massachusetts
$403K -$66.5K -420 -14%
WMA
887
Wealth Management Associates
New Jersey
$402K +$192K +1,212 +92%
AIS
888
American Investment Services
Massachusetts
$401K – – –
IA
889
IFG Advisory
Georgia
$401K +$12.2K +77 +3%
MFS
890
McNamara Financial Services
Massachusetts
$399K -$18.4K -116 -4%
OIM
891
Oder Investment Management
California
$399K -$11.9K -75 -3%
TIM
892
Tortoise Investment Management
New York
$399K – – –
AWMG
893
Alliance Wealth Management Group
New Jersey
$398K -$18K -114 -4%
SW
894
SteelPeak Wealth
California
$392K -$13K -82 -3%
ESB
895
Essex Savings Bank
Connecticut
$392K – – –
ONB
896
Old National Bancorp
Indiana
$390K – – –
OMIC
897
Old Mission Investment Co
Michigan
$390K – – –
RMC
898
Regis Management Company
California
$389K – – –
DIA
899
Dana Investment Advisors
Wisconsin
$389K +$388K +2,451 New
PFA
900
Paradigm Financial Advisors
Missouri
$386K -$67.1K -424 -15%
34 35
36
37 38