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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
901
WealthBridge Capital Management
Ohio
$424K – – –
FIM
902
Fernwood Investment Management
Massachusetts
$421K – – –
PP
903
PrairieView Partners
Minnesota
$416K -$36.1K -240 -7%
OWP
904
Obermeyer Wealth Partners
Colorado
$414K +$457K +3,042 New
MSAM
905
Moloney Securities Asset Management
Missouri
$413K +$5.11K +34 +1%
LIM
906
Leavell Investment Management
Alabama
$412K – – –
DDPIC
907
Deroy & Devereaux Private Investment Counsel
Michigan
$411K -$45.1K -300 -9%
FNT
908
First National Trust
Pennsylvania
$410K +$56.1K +373 +14%
WLPWM
909
Walled Lake Planning & Wealth Management
Illinois
$409K -$4.96K -33 -1%
MOS
910
MGO One Seven
Ohio
$409K +$22.8K +152 +5%
BLC
911
Brown, Lisle/Cummings
Rhode Island
$408K +$54.1K +360 +14%
CIP
912
Capital Insight Partners
Arizona
$406K -$111K -739 -20%
SAG
913
Spotlight Asset Group
Illinois
$406K +$425K +2,831 New
MPWT
914
MassMutual Private Wealth & Trust
Connecticut
$403K – – –
DC
915
Davenport & Co
Virginia
$400K +$3.31K +22 +0.8%
SW
916
SteelPeak Wealth
California
$398K – – –
SCP
917
Syntal Capital Partners
Texas
$398K – – –
SHGA
918
Sand Hill Global Advisors
California
$396K -$110K -735 -20%
TSWM
919
Triangle Securities Wealth Management
North Carolina
$396K -$8.87K -59 -2%
HC
920
Hamilton Capital
Ohio
$396K – – –
MMA
921
Miracle Mile Advisors
California
$394K -$71.5K -476 -14%
IA
922
Insight Advisors
Pennsylvania
$390K +$2.25K +15 +0.5%
SCM
923
Schnieders Capital Management
California
$389K -$186K -1,238 -30%
TAM
924
Townsend Asset Management
North Carolina
$389K – – –
ICG
925
InterOcean Capital Group
Tennessee
$388K -$640K -4,260 -60%
35 36
37
38 39