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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GGS
876
Galvin Gaustad & Stein
Arizona
$538K -$43.5K -282 -7%
BCM
877
Bourgeon Capital Management
Connecticut
$537K – – –
SOS
878
Silver Oak Securities
Tennessee
$537K +$544K +3,524 New
JF
879
JSF Financial
California
$537K -$87.6K -567 -14%
CT
880
Cambridge Trust
Massachusetts
$535K -$23.2K -150 -4%
RVM
881
Robinson Value Management
Texas
$534K – – –
TC
882
TownSquare Capital
Utah
$533K +$21.8K +141 +4%
AIC
883
Archer Investment Corporation
Indiana
$526K +$67.8K +439 +15%
RWP
884
RWA Wealth Partners
Massachusetts
$525K -$22.1K -143 -4%
AA
885
Auxano Advisors
Washington
$524K – – –
EIP
886
Ellis Investment Partners
Pennsylvania
$523K -$25K -162 -5%
ACA
887
Aptus Capital Advisors
Alabama
$523K -$107K -695 -17%
IFG
888
Independent Financial Group
California
$515K +$94.4K +611 +22%
BA
889
Bristlecone Advisors
Washington
$511K – – –
RIM
890
Rockbridge Investment Management
New York
$508K -$6.64K -43 -1%
WW
891
Waterfront Wealth
Kansas
$508K – – –
QPWM
892
Quadrant Private Wealth Management
Pennsylvania
$506K -$4.79K -31 -0.9%
GWANC
893
Guardian Wealth Advisors (North Carolina)
North Carolina
$505K -$15.1K -98 -3%
WFAG
894
Wescott Financial Advisory Group
Pennsylvania
$500K +$927 +6 +0.2%
OHWP
895
Oak Harbor Wealth Partners
North Carolina
$499K +$15.4K +100 +3%
WF
896
Warner Financial
Maryland
$497K +$6.18K +40 +1%
GWS
897
Glassman Wealth Services
Virginia
$496K – – –
HCA
898
Heck Capital Advisors
Wisconsin
$492K -$3.86K -25 -0.8%
ECM
899
Evergreen Capital Management
Washington
$491K – – –
WP
900
WealthPLAN Partners
Nebraska
$490K – – –
34 35
36
37 38