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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
D
926
Diversified
Delaware
$525K +$519K +3,465 New
DC
927
Davenport & Co
Virginia
$525K +$78.1K +522 +18%
MWAM
928
Manhattan West Asset Management
California
$525K – – –
MCC
929
Money Concepts Capital
Florida
$525K +$444K +2,964 +599%
AA
930
Auxano Advisors
Washington
$522K – – –
SFP
931
Strategic Financial Partners
Oregon
$518K – – –
GWANC
932
Guardian Wealth Advisors (North Carolina)
North Carolina
$518K -$37.7K -252 -7%
WIM
933
WealthPlan Investment Management
Nebraska
$515K – – –
WP
934
WealthPLAN Partners
Nebraska
$513K +$481K +3,215 New
TC
935
Titleist Capital
Texas
$513K – – –
RIM
936
Rockbridge Investment Management
New York
$513K -$19.5K -130 -4%
BAM
937
Belpointe Asset Management
Nevada
$512K +$7.33K +49 +1%
TC
938
TownSquare Capital
Utah
$509K +$232K +1,553 +86%
BA
939
Bristlecone Advisors
Washington
$509K +$117K +782 +30%
QPWM
940
Quadrant Private Wealth Management
Pennsylvania
$509K +$502K +3,355 New
BWP
941
BSW Wealth Partners
Colorado
$506K – – –
AIM
942
Arcadia Investment Management
Michigan
$500K -$65K -434 -12%
ATC
943
Adirondack Trust Company
New York
$498K – – –
WFAG
944
Wescott Financial Advisory Group
Pennsylvania
$497K +$1.2K +8 +0.2%
WF
945
Welch & Forbes
Massachusetts
$496K – – –
GWS
946
Glassman Wealth Services
Virginia
$494K -$12.6K -84 -3%
HCA
947
Heck Capital Advisors
Wisconsin
$493K -$35.8K -239 -7%
WWC
948
Waypoint Wealth Counsel
Georgia
$493K +$486K +3,250 New
TFS
949
TrustCore Financial Services
Tennessee
$492K -$125K -834 -20%
WF
950
Warner Financial
Maryland
$490K +$5.09K +34 +1%
36 37
38
39 40