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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
926
Archer Investment Corporation
Indiana
$586K – – –
OWP
927
Obermeyer Wealth Partners
Colorado
$584K – – –
BCM
928
Bourgeon Capital Management
Connecticut
$583K – – –
SOS
929
Silver Oak Securities
Tennessee
$582K +$544K +3,520 +88,000%
LCM
930
Lunt Capital Management
Utah
$582K – – –
SP
931
Stonebrook Private
Michigan
$578K +$540K +3,496 New
WF
932
Warner Financial
Maryland
$574K +$5.56K +36 +1%
MSAM
933
Moloney Securities Asset Management
Missouri
$572K +$2.63K +17 +0.5%
WG
934
Watchman Group
Texas
$570K -$169K -1,094 -24%
AA
935
Auxano Advisors
Washington
$569K – – –
OLA
936
Oliver Luxxe Assets
New Jersey
$567K -$11K -71 -2%
TCM
937
Towercrest Capital Management
Pennsylvania
$565K -$68.4K -443 -11%
FIA
938
Foundations Investment Advisors
Arizona
$564K +$93.4K +605 +22%
QPWM
939
Quadrant Private Wealth Management
Pennsylvania
$561K +$29.7K +192 +6%
PCMC
940
Private Capital Management (Colorado)
Colorado
$559K -$32.9K -213 -6%
RIA
941
Regal Investment Advisors
Michigan
$558K +$74.7K +484 +17%
HGERS
942
Householder Group Estate & Retirement Specialist
Arizona
$555K -$26.4K -171 -5%
PEA
943
Park Edge Advisors
Ohio
$555K +$154 +1 +0%
RIM
944
Rockbridge Investment Management
New York
$552K +$309 +2 +0.1%
LIM
945
Leavell Investment Management
Alabama
$551K +$61.5K +398 +14%
WW
946
Waterfront Wealth
Kansas
$551K – – –
DC
947
Davenport & Co
Virginia
$550K +$23.8K +154 +5%
BFPW
948
BOK Financial Private Wealth
Colorado
$550K -$14.5K -94 -3%
IBOK
949
Independence Bank of Kentucky
Kentucky
$550K -$96.4K -624 -16%
BA
950
Bristlecone Advisors
Washington
$549K – – –
36 37
38
39 40