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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
901
Partners in Financial Planning
Virginia
$781K +$190 +1 +0%
RA
902
RFG Advisory
Alabama
$779K -$1.99M -10,443 -72%
WIC
903
Woodmont Investment Counsel
Tennessee
$776K -$6.86K -36 -0.9%
GRA
904
Golden Road Advisors
Florida
$768K +$2.29K +12 +0.3%
EA
905
Evergreen Advisors
Tennessee
$768K +$147K +773 +23%
AIS
906
American Investment Services
Massachusetts
$767K -$85.7K -450 -10%
LTL
907
Lowery Thomas LLC
California
$766K -$34.9K -183 -4%
E3F
908
Eight 31 Financial
Texas
$765K – – –
KLI
909
Kelman-Lazarov Inc
Tennessee
$761K +$771K +4,047 New
TAM
910
Titleist Asset Management
Texas
$757K +$17.9K +94 +2%
AFA
911
Alpha Financial Advisors
North Carolina
$756K – – –
SIM
912
SSI Investment Management
California
$756K – – –
FFWA
913
Forthright Family Wealth Advisory
Texas
$756K – – –
BAM
914
Bosun Asset Management
Illinois
$753K – – –
CCA
915
Cypress Capital Advisors
Tennessee
$749K – – –
PWMAG
916
Pinnacle Wealth Management Advisory Group
New Jersey
$749K +$190 +1 +0%
PD
917
Planning Directions
Pennsylvania
$748K +$757K +3,973 New
MAM
918
MWA Asset Management
Massachusetts
$747K -$8.19K -43 -1%
RIG
919
RiverFront Investment Group
Virginia
$745K +$84.2K +442 +13%
DPW
920
DiNuzzo Private Wealth
Pennsylvania
$745K – – –
TPI
921
Trust Point Inc
Wisconsin
$743K – – –
CNBOF
922
City National Bank of Florida
Florida
$743K +$336K +1,763 +81%
OAM
923
Occidental Asset Management
California
$741K – – –
CA
924
Continuum Advisory
Idaho
$740K -$762 -4 -0.1%
AWM
925
Accurate Wealth Management
Florida
$737K -$40.6K -213 -5%
35 36
37
38 39