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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
926
TownSquare Capital
Utah
$356K +$118K +735 +48%
AWM
927
Avondale Wealth Management
Texas
$355K – – –
VWM
928
Valley Wealth Managers
New Jersey
$350K -$9.62K -60 -3%
SC
929
Schoolcraft Capital
Colorado
$348K – – –
VAS
930
Vestmark Advisory Solutions
Massachusetts
$345K +$81K +505 +30%
LA
931
Legacy Advisors
Pennsylvania
$344K – – –
TFGT
932
TS Financial Group (TSFG)
Illinois
$344K +$160 +1 +0%
IFG
933
Independent Financial Group
California
$342K -$164K -1,025 -32%
WCM
934
WealthBridge Capital Management
Ohio
$342K +$9.46K +59 +3%
VVP
935
Venture Visionary Partners
Ohio
$338K -$379K -2,365 -52%
SWM
936
SeaCrest Wealth Management
New York
$338K +$5.61K +35 +2%
CWG
937
Cornerstone Wealth Group
North Carolina
$337K +$641 +4 +0.2%
MFA
938
Mayflower Financial Advisors
Massachusetts
$336K +$321 +2 +0.1%
BBPWM
939
Blue Bell Private Wealth Management
Pennsylvania
$335K -$20.2K -126 -6%
RT
940
Rockland Trust
Massachusetts
$335K +$22.1K +138 +7%
RDWM
941
Red Door Wealth Management
Tennessee
$334K +$315K +1,963 +1,162%
GC
942
Gibson Capital
Pennsylvania
$333K – – –
SWA
943
Stratos Wealth Advisors
Ohio
$332K +$10.7K +67 +3%
PFA
944
Paradigm Financial Advisors
Missouri
$331K -$50.5K -315 -13%
FSA
945
Fort Sheridan Advisors
Illinois
$331K -$5.13K -32 -1%
RIA
946
Regal Investment Advisors
Michigan
$330K +$12K +75 +4%
YIA
947
YHB Investment Advisors
Connecticut
$330K +$102K +637 +43%
PWW
948
Pettyjohn Wood & White
Virginia
$329K -$9.62K -60 -3%
ERWM
949
Elk River Wealth Management
Colorado
$328K – – –
PCMC
950
Private Capital Management (Colorado)
Colorado
$327K -$8.34K -52 -2%
36 37
38
39 40