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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
951
Money Concepts Capital
Florida
$1.02M +$81.8K +351 +9%
PG
952
Patten Group
Tennessee
$1.02M -$95.7K -411 -9%
RCA
953
Resonant Capital Advisors
Wisconsin
$1.01M +$4.19K +18 +0.4%
PIFP
954
Partners in Financial Planning
Virginia
$1.01M +$1.17K +5 +0.1%
FHA
955
Flagship Harbor Advisors
Massachusetts
$1.01M -$7.45K -32 -0.8%
GRA
956
Golden Road Advisors
Florida
$1.01M -$21.9K -94 -2%
1IA
957
1834 Investment Advisors
Wisconsin
$1M -$6.29K -27 -0.6%
PMFA
958
Plante Moran Financial Advisors
Michigan
$1M -$3.49K -15 -0.4%
CAG
959
Crestwood Advisors Group
Massachusetts
$1M +$19.6K +84 +2%
LCOV
960
London Company of Virginia
Virginia
$1M -$1.5M -6,427 -61%
EA
961
Evergreen Advisors
Tennessee
$1M – – –
PS
962
Principal Securities
Iowa
$995K -$258K -1,107 -21%
AIS
963
American Investment Services
Massachusetts
$988K – – –
OAM
964
Occidental Asset Management
California
$980K -$108K -462 -10%
CCA
965
Cypress Capital Advisors
Tennessee
$979K – – –
IBOK
966
Independence Bank of Kentucky
Kentucky
$975K – – –
KLI
967
Kelman-Lazarov Inc
Tennessee
$974K +$233 +1 +0%
LFS
968
Lutz Financial Services
Nebraska
$972K – – –
AFA
969
Alpha Financial Advisors
North Carolina
$971K – – –
BAM
970
Bosun Asset Management
Illinois
$970K – – –
LCM
971
Logan Capital Management
Pennsylvania
$970K +$932K +4,000 New
BB
972
Bell Bank
North Dakota
$966K – – –
FMII
973
Farmers & Merchants Investments Inc
Nebraska
$964K -$106K -456 -10%
DPW
974
DiNuzzo Private Wealth
Pennsylvania
$960K – – –
MGIA
975
Matthew Goff Investment Advisor
Texas
$958K -$68K -292 -7%
37 38
39
40 41