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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
$806K +$185 +1 +0%
GRA
902
Golden Road Advisors
Florida
$804K +$10K +54 +1%
LTL
903
Lowery Thomas LLC
California
$794K +$3.33K +18 +0.4%
WIC
904
Woodmont Investment Counsel
Tennessee
$794K -$6.67K -36 -0.9%
AIS
905
American Investment Services
Massachusetts
$792K – – –
RA
906
Rodgers & Associates
Pennsylvania
$791K +$44.8K +242 +6%
E3F
907
Eight 31 Financial
Texas
$789K – – –
KLI
908
Kelman-Lazarov Inc
Tennessee
$786K +$185 +1 +0%
AFA
909
Alpha Financial Advisors
North Carolina
$786K +$4.82K +26 +0.6%
OAM
910
Occidental Asset Management
California
$784K +$18.5K +100 +3%
FFWA
911
Forthright Family Wealth Advisory
Texas
$780K – – –
LBC
912
Lowe Brockenbrough & Co
Virginia
$779K +$37K +200 +5%
RSWM
913
Robertson Stephens Wealth Management
California
$779K +$37.8K +204 +5%
FUBT
914
First United Bank & Trust
Maryland
$777K -$27.8K -150 -4%
BAM
915
Bosun Asset Management
Illinois
$777K – – –
RF
916
Roxbury Financial
New Jersey
$777K +$44.4K +240 +6%
SA
917
Sovran Advisors
California
$773K +$200K +1,080 +38%
CCA
918
Cypress Capital Advisors
Tennessee
$773K – – –
CRC
919
Curi RMB Capital
Illinois
$772K +$736K +3,974 New
DPW
920
DiNuzzo Private Wealth
Pennsylvania
$769K – – –
CA
921
Continuum Advisory
Idaho
$764K – – –
TPI
922
Trust Point Inc
Wisconsin
$763K -$3.7K -20 -0.5%
MFF
923
Michels Family Financial
Texas
$761K +$741 +4 +0.1%
DCA
924
DSG Capital Advisors
Minnesota
$759K – – –
CFP
925
Curran Financial Partners
South Carolina
$756K +$275K +1,487 +62%
35 36
37
38 39