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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
926
MWA Asset Management
Massachusetts
$754K -$16.1K -87 -2%
SCM
927
Schnieders Capital Management
California
$753K +$202K +1,089 +39%
BF
928
Baring Financial
Washington
$751K +$73.5K +397 +11%
BFWA
929
Benchmark Financial Wealth Advisors
Florida
$742K -$9.07K -49 -1%
WHCFA
930
William Howard & Co Financial Advisors
Tennessee
$741K +$3.15K +17 +0.4%
SG
931
Stanich Group
New York
$740K -$157K -847 -18%
SAM
932
Secure Asset Management
Michigan
$740K -$1.69M -9,118 -71%
COCM
933
Charter Oak Capital Management
New Hampshire
$740K – – –
PWMAG
934
Pinnacle Wealth Management Advisory Group
New Jersey
$739K -$32.2K -174 -4%
S
935
Sunpointe
Missouri
$738K – – –
EB
936
Emprise Bank
Kansas
$738K – – –
BIAS
937
Beacon Investment Advisory Services
New Jersey
$735K +$700K +3,782 New
FCB
938
First County Bank
Connecticut
$734K +$3.7K +20 +0.5%
BWM
939
BKM Wealth Management
Wisconsin
$733K +$49.4K +267 +8%
SWM
940
SeaCrest Wealth Management
New York
$731K -$185 -1 -0%
MFA
941
Mayflower Financial Advisors
Massachusetts
$730K -$21.3K -115 -3%
HAP
942
Harbor Asset Planning
Massachusetts
$727K +$693K +3,742 New
RVM
943
Robinson Value Management
Texas
$726K +$12.8K +69 +2%
MCA
944
Magnolia Capital Advisors
Mississippi
$725K – – –
RBC
945
Roble Belko & Company
Pennsylvania
$720K – – –
TAM
946
Tocqueville Asset Management
New York
$717K – – –
RIM
947
Rockbridge Investment Management
New York
$714K +$56.3K +304 +9%
RIA
948
Regal Investment Advisors
Michigan
$713K +$60K +324 +10%
LFS
949
Lutz Financial Services
Nebraska
$710K -$5K -27 -0.7%
EFMC
950
Empire Financial Management Company
New York
$709K -$19.6K -106 -3%
36 37
38
39 40