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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
926
Everpar Advisors
Oklahoma
$564K -$667K -3,942 -56%
TCM
927
Towercrest Capital Management
Pennsylvania
$559K -$50.3K -297 -9%
TAM
928
Titleist Asset Management
Texas
$559K +$73.1K +432 +16%
FC
929
Forte Capital
New York
$559K -$7.28K -43 -1%
CFS
930
Cannon Financial Strategists
Georgia
$558K +$6.09K +36 +1%
PWM
931
Power Wealth Management
Georgia
$558K +$272K +1,608 +107%
DC
932
Davenport & Co
Virginia
$554K -$39.9K -236 -7%
ECA
933
Elevated Capital Advisors
Utah
$553K +$284K +1,677 +119%
TGAM
934
TBH Global Asset Management
Tennessee
$548K +$26.1K +154 +5%
OCBCO
935
Oversea-Chinese Banking Corp (OCBC)
Singapore
$545K – – –
QPWM
936
Quadrant Private Wealth Management
Pennsylvania
$544K -$60.6K -358 -11%
DJSG
937
D.J. St. Germain
Massachusetts
$543K +$91.2K +539 +22%
SA
938
Skyline Advisors
Washington
$540K +$2.03K +12 +0.4%
BCM
939
Buckhead Capital Management
Georgia
$537K – – –
MAS
940
Meeder Advisory Services
Ohio
$537K +$266K +1,575 +111%
ATC
941
Adirondack Trust Company
New York
$537K – – –
MCC
942
Money Concepts Capital
Florida
$535K +$6.43K +38 +1%
FTC
943
Farmers Trust Company
Ohio
$532K +$86.3K +510 +21%
SCM
944
Schnieders Capital Management
California
$532K – – –
CNC
945
Citizens & Northern Corp
Pennsylvania
$531K – – –
CCG
946
Catalina Capital Group
California
$531K +$501K +2,963 New
OPW
947
Oxler Private Wealth
New York
$530K +$1.52K +9 +0.3%
ESB
948
Essex Savings Bank
Connecticut
$528K – – –
E3F
949
Eight 31 Financial
Texas
$528K +$5.08K +30 +1%
CIP
950
Capital Insight Partners
Arizona
$526K -$15.9K -94 -3%
36 37
38
39 40