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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
Selective Wealth Management
Virginia
$83K – – –
JCM
902
Jacobi Capital Management
Pennsylvania
$82K +$46.5K +392 +129%
POIA
903
Pin Oak Investment Advisors
Texas
$81K – – –
IRAG
904
Investment Research & Advisory Group
Georgia
$80K – – –
HFS
905
Hantz Financial Services
Michigan
$77K +$77.1K +650 New
BFEC
906
Benjamin F. Edwards & Company
Missouri
$76K – – –
SWA
907
Sutton Wealth Advisors
Florida
$75.5K -$6.88K -58 -8%
AF
908
Affiance Financial
Minnesota
$75K – – –
CB
909
CNB Bank
Pennsylvania
$74K +$38.2K +322 +106%
GEA
910
Glen Eagle Advisors
New Jersey
$73.2K +$17.8K +150 +32%
NPP
911
New Potomac Partners
Maryland
$71K +$71.2K +600 New
VNA
912
Valley National Advisers
Pennsylvania
$69K – – –
BCA
913
Bray Capital Advisors
Florida
$66K -$29.9K -252 -31%
WCG
914
Weaver Consulting Group
California
$66K – – –
IWP
915
IAG Wealth Partners
Wisconsin
$65K – – –
JFA
916
JNBA Financial Advisors
Minnesota
$64K – – –
CHAM
917
Clear Harbor Asset Management
Connecticut
$61.7K +$61.9K +522 New
BC
918
Barnett & Company
Tennessee
$61K +$61.1K +515 New
CCA
919
Column Capital Advisors
Indiana
$60K – – –
BWP
920
Baldwin Wealth Partners
Massachusetts
$59K – – –
EK
921
Evensky & Katz
Florida
$58K +$237 +2 +0.4%
MLFP
922
MPS Loria Financial Planners
Illinois
$56K – – –
AA
923
AlphaMark Advisors
Kentucky
$55K +$119 +1 +0.2%
EWM
924
Endurance Wealth Management
Rhode Island
$54K – – –
TCM
925
TD Capital Management
Tennessee
$54K – – –
35 36
37
38 39