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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
DC
876
Davenport & Co
Virginia
$581K +$105K +639 +23%
MWAM
877
Manhattan West Asset Management
California
$581K +$567K +3,460 New
MPIM
878
McGinn Penninger Investment Management
Virginia
$579K – – –
GWANC
879
Guardian Wealth Advisors (North Carolina)
North Carolina
$579K +$565K +3,448 New
DDPIC
880
Deroy & Devereaux Private Investment Counsel
Michigan
$566K -$12.3K -75 -2%
BS
881
Boenning & Scattergood
Pennsylvania
$565K +$9.5K +58 +2%
SEEDPG
882
S.E.E.D. Planning Group
New York
$564K – – –
FC
883
Ferris Capital
Massachusetts
$562K – – –
IFWM
884
Institute for Wealth Management
Colorado
$562K – – –
SIA
885
Schechter Investment Advisors
Michigan
$562K +$549K +3,348 New
CSPAM
886
Cary Street Partners Asset Management
Virginia
$561K -$43.1K -263 -7%
CIAS
887
Capital Investment Advisory Services
North Carolina
$561K +$17K +104 +3%
BFS
888
Bradley Foster & Sargent
Connecticut
$561K +$123K +750 +29%
ACS
889
Archford Capital Strategies
Illinois
$552K – – –
FFA
890
First Foundation Advisors
California
$551K -$14.7K -90 -3%
MA
891
MONECO Advisors
Connecticut
$550K -$55.4K -338 -9%
TCM
892
Towercrest Capital Management
Pennsylvania
$549K – – –
RCA
893
Resonant Capital Advisors
Wisconsin
$545K – – –
SHGA
894
Sand Hill Global Advisors
California
$544K +$53.6K +327 +11%
LA
895
Legacy Advisors
Pennsylvania
$542K +$168K +1,027 +47%
RWP
896
RWA Wealth Partners
Massachusetts
$541K +$15.7K +96 +3%
BRWM
897
B. Riley Wealth Management
Tennessee
$538K -$3.77K -23 -0.7%
BA
898
Bristlecone Advisors
Washington
$536K +$269K +1,641 +106%
IA
899
IFP Advisors
Florida
$535K -$812K -4,959 -61%
CFGS
900
Concourse Financial Group Securities
Alabama
$532K +$13.9K +85 +3%
34 35
36
37 38