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iShares Russell 1000 Value ETF
IWD

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