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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
951
Providence Capital Advisors
North Carolina
$213K – – –
HBWM
952
Hollow Brook Wealth Management
New York
$213K +$206K +1,560 New
JG
953
Jefferies Group
New York
$212K +$205K +1,554 New
1WA
954
180 Wealth Advisors
Washington
$210K +$202K +1,530 New
CIC
955
Cutler Investment Counsel
Oregon
$208K +$201K +1,525 New
AP
956
Advisor Partners
California
$207K +$198K +1,506 New
MFW
957
Meristem Family Wealth
Minnesota
$207K +$200K +1,517 New
BP
958
BBR Partners
New York
$206K +$199K +1,508 New
PWA
959
Peterson Wealth Advisors
Utah
$205K -$174K -1,321 -47%
EWA
960
ERTS Wealth Advisors
Michigan
$205K +$198K +1,503 New
AIP
961
Almanack Investment Partners
Pennsylvania
$203K +$196K +1,490 New
DY
962
Dowling & Yahnke
California
$202K -$55.4K -420 -22%
LWM
963
Laidlaw Wealth Management
New York
$202K +$195K +1,478 New
HWM
964
Howard Wealth Management
Connecticut
$202K +$196K +1,485 New
DWM
965
Darwin Wealth Management
Florida
$201K +$194K +1,472 New
AIA
966
Armor Investment Advisors
North Carolina
$196K – – –
RFM
967
Royal Fund Management
Florida
$195K – – –
FPFS
968
First Personal Financial Services
North Carolina
$195K +$72.1K +547 +62%
EP
969
Eudaimonia Partners
Tennessee
$191K +$185K +1,403 New
MG
970
MilWealth Group
Wisconsin
$180K – – –
TSW
971
Thompson Siegel & Walmsley
Virginia
$174K -$13.3K -101 -7%
NL
972
NKCFO LLC
Illinois
$173K +$167K +1,270 New
ACM
973
Anfield Capital Management
California
$169K +$164K +1,241 New
KWM
974
Keebeck Wealth Management
Illinois
$169K +$164K +1,241 New
RFA
975
Reilly Financial Advisors
California
$165K – – –
37 38
39
40 41