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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MFF
926
Michels Family Financial
Texas
$737K -$3.81K -20 -0.5%
DCA
927
DSG Capital Advisors
Minnesota
$735K – – –
RF
928
Roxbury Financial
New Jersey
$731K -$71.8K -377 -9%
MFA
929
Mayflower Financial Advisors
Massachusetts
$729K +$7.43K +39 +1%
BFWA
930
Benchmark Financial Wealth Advisors
Florida
$728K +$1.71K +9 +0.2%
DWM
931
Darwin Wealth Management
Florida
$728K – – –
RA
932
Rodgers & Associates
Pennsylvania
$721K +$12.9K +68 +2%
WPC
933
Wedmont Private Capital
Pennsylvania
$719K +$381 +2 +0%
EWA
934
Exencial Wealth Advisors
Oklahoma
$717K +$32.2K +169 +5%
LBC
935
Lowe Brockenbrough & Co
Virginia
$717K -$69.3K -364 -9%
COCM
936
Charter Oak Capital Management
New Hampshire
$717K -$11.8K -62 -2%
RSWM
937
Robertson Stephens Wealth Management
California
$716K +$81.1K +426 +13%
S
938
Sunpointe
Missouri
$715K – – –
EB
939
Emprise Bank
Kansas
$715K -$20.4K -107 -3%
WHCFA
940
William Howard & Co Financial Advisors
Tennessee
$715K +$3.05K +16 +0.4%
HC
941
Hamilton Capital
Ohio
$711K – – –
SWM
942
SeaCrest Wealth Management
New York
$709K +$571 +3 +0.1%
EFMC
943
Empire Financial Management Company
New York
$707K – – –
FCB
944
First County Bank
Connecticut
$707K +$385K +2,020 +116%
MCA
945
Magnolia Capital Advisors
Mississippi
$702K +$14.7K +77 +2%
RBC
946
Roble Belko & Company
Pennsylvania
$697K – – –
RFP
947
Root Financial Partners
California
$697K +$27.6K +145 +4%
TAM
948
Tocqueville Asset Management
New York
$694K -$374K -1,962 -35%
LFS
949
Lutz Financial Services
Nebraska
$693K – – –
AIP
950
Alexis Investment Partners
Texas
$692K -$252K -1,325 -26%
36 37
38
39 40