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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
876
Aptus Capital Advisors
Alabama
$557K -$17.4K -106 -3%
SIA
877
Schechter Investment Advisors
Michigan
$556K – – –
WW
878
Waterfront Wealth
Kansas
$555K -$32K -195 -6%
CSPAM
879
Cary Street Partners Asset Management
Virginia
$552K -$2.13K -13 -0.4%
DDPIC
880
Deroy & Devereaux Private Investment Counsel
Michigan
$551K -$8.21K -50 -1%
RIA
881
Regal Investment Advisors
Michigan
$551K +$74.9K +456 +16%
MA
882
MONECO Advisors
Connecticut
$547K -$6.73K -41 -1%
CWM
883
CCG Wealth Management
California
$546K +$540K +3,290 New
FFA
884
First Foundation Advisors
California
$545K – – –
ACS
885
Archford Capital Strategies
Illinois
$543K – – –
TCM
886
Towercrest Capital Management
Pennsylvania
$542K – – –
LA
887
Legacy Advisors
Pennsylvania
$536K +$821 +5 +0.2%
BRWM
888
B. Riley Wealth Management
Tennessee
$535K +$3.45K +21 +0.7%
RT
889
Rockland Trust
Massachusetts
$534K +$177K +1,077 +50%
BFS
890
Beacon Financial Strategies
North Carolina
$525K +$493 +3 +0.1%
GWANC
891
Guardian Wealth Advisors (North Carolina)
North Carolina
$525K -$47K -286 -8%
FTC
892
Farmers Trust Company
Ohio
$524K -$49.3K -300 -9%
CCT
893
Capital City Trust
Florida
$524K – – –
CNC
894
Citizens & Northern Corp
Pennsylvania
$523K -$73.6K -448 -12%
WLPWM
895
Walled Lake Planning & Wealth Management
Illinois
$519K -$493 -3 -0.1%
EBA
896
Eagle Bay Advisors
New York
$517K – – –
BLC
897
Brown, Lisle/Cummings
Rhode Island
$515K – – –
GFS
898
GYL Financial Synergies
Connecticut
$515K +$242K +1,476 +91%
FIM
899
Fernwood Investment Management
Massachusetts
$514K – – –
MCC
900
Money Concepts Capital
Florida
$514K +$433K +2,636 +576%
34 35
36
37 38