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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
876
RWA Wealth Partners
Massachusetts
$449K +$47.2K +314 +11%
WFA
877
Wipfli Financial Advisors
Wisconsin
$448K +$231K +1,539 +88%
ACS
878
Archford Capital Strategies
Illinois
$447K – – –
ATC
879
Adirondack Trust Company
New York
$446K +$65.4K +435 +15%
WF
880
Welch & Forbes
Massachusetts
$445K -$7.51K -50 -2%
WFAG
881
Wescott Financial Advisory Group
Pennsylvania
$445K +$184K +1,226 +60%
LA
882
Legacy Advisors
Pennsylvania
$439K – – –
ECM
883
Evergreen Capital Management
Washington
$438K +$54.1K +360 +13%
OPW
884
Oxler Private Wealth
New York
$437K +$1.95K +13 +0.5%
CCT
885
Capital City Trust
Florida
$435K – – –
FPCG
886
Fort Pitt Capital Group
Pennsylvania
$435K – – –
TCWA
887
Ten Capital Wealth Advisors
Washington
$435K – – –
WF
888
Warner Financial
Maryland
$434K – – –
PCMC
889
Private Capital Management (Colorado)
Colorado
$434K +$80.4K +535 +20%
SA
890
Shilanski & Associates
Alaska
$434K +$480K +3,192 New
CCM
891
Cullen Capital Management
New York
$432K +$478K +3,178 New
TI
892
Truepoint Inc
Ohio
$431K -$104K -694 -18%
BFS
893
Beacon Financial Strategies
North Carolina
$431K – – –
FTC
894
Farmers Trust Company
Ohio
$430K – – –
CNC
895
Citizens & Northern Corp
Pennsylvania
$429K – – –
SFG
896
Sovereign Financial Group
Connecticut
$429K – – –
ACM
897
Advisors Capital Management
New Jersey
$428K +$27.3K +182 +7%
TCM
898
Towercrest Capital Management
Pennsylvania
$426K – – –
TA
899
TrueWealth Advisors
Alabama
$425K – – –
GFS
900
GYL Financial Synergies
Connecticut
$425K +$1.95K +13 +0.4%
34 35
36
37 38