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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
926
Greenleaf Trust
Michigan
$255K +$18.3K +143 +8%
TC
927
TownSquare Capital
Utah
$254K -$6.41K -50 -3%
GP
928
Girard Partners
Pennsylvania
$254K +$9.49K +74 +4%
ATWA
929
Arbor Trust Wealth Advisors
Michigan
$253K – – –
CM
930
Cornerstone Management
Georgia
$252K -$121K -941 -34%
FPB
931
First PREMIER Bank
South Dakota
$252K – – –
LWM
932
Laidlaw Wealth Management
New York
$251K +$235K +1,835 New
RW
933
REDW Wealth
New Mexico
$250K +$234K +1,827 New
CBFP
934
Cedar Brook Financial Partners
Ohio
$248K -$302K -2,352 -56%
JIP
935
Jaffetilchin Investment Partners
Florida
$248K +$1.03K +8 +0.4%
SCP
936
Seizert Capital Partners
Michigan
$248K +$232K +1,811 New
PP
937
PDS Planning
Ohio
$247K -$58.5K -456 -20%
SSWM
938
Smith Salley Wealth Management
North Carolina
$247K +$231K +1,804 New
PWP
939
Principle Wealth Partners
Connecticut
$247K +$232K +1,807 New
M
940
MOTCO
Texas
$246K -$10K -78 -4%
MC
941
Moors & Cabot
Massachusetts
$245K -$22.1K -172 -9%
LC
942
Lindbrook Capital
California
$244K -$19.9K -155 -8%
SIC
943
Salem Investment Counselors
North Carolina
$244K -$12.8K -100 -5%
ATC
944
Argent Trust Co
Tennessee
$243K – – –
LNWWM
945
Laird Norton Wetherby Wealth Management
California
$243K +$228K +1,779 New
BSA
946
Braun Stacey Associates
New York
$242K – – –
RP
947
Rice Partnership
Hawaii
$242K – – –
IAA
948
Independent Advisor Alliance
North Carolina
$242K +$641 +5 +0.3%
STB
949
S&T Bank
Pennsylvania
$241K – – –
VVP
950
Venture Visionary Partners
Ohio
$241K – – –
36 37
38
39 40