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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
951
FinTrust Capital Advisors
South Carolina
$234K – – –
AHC
952
Anderson Hoagland & Co
Missouri
$234K +$220K +1,712 New
SPP
953
Single Point Partners
Massachusetts
$231K +$217K +1,689 New
SWM
954
Stockman Wealth Management
Montana
$229K +$215K +1,675 New
APC
955
Aspire Private Capital
North Carolina
$227K – – –
RCA
956
Rex Capital Advisors
Rhode Island
$227K +$213K +1,657 New
MCA
957
Magnolia Capital Advisors
Mississippi
$227K +$213K +1,661 New
BEAM
958
Baker Ellis Asset Management
Washington
$227K +$213K +1,663 New
IWS
959
Insight Wealth Strategies
California
$226K +$212K +1,651 New
MWM
960
Madison Wealth Management
Ohio
$225K +$211K +1,642 New
CSIC
961
Clifford Swan Investment Counsel
California
$224K +$210K +1,640 New
FNB
962
Farmers National Bank
Kentucky
$223K +$209K +1,631 New
AIC
963
Archer Investment Corporation
Indiana
$222K – – –
IFG
964
Independent Financial Group
California
$222K +$208K +1,621 New
SC
965
Scotia Capital
Ontario, Canada
$219K +$205K +1,602 New
EWA
966
Exencial Wealth Advisors
Oklahoma
$218K -$25.1K -196 -11%
BA
967
Baugh & Associates
Georgia
$217K +$204K +1,589 New
CTA
968
Chesley Taft & Associates
Illinois
$217K +$204K +1,589 New
DY
969
Dowling & Yahnke
California
$215K +$202K +1,571 New
JWCA
970
J.W. Cole Advisors
Florida
$212K -$446K -3,476 -69%
GSWM
971
Golden State Wealth Management
California
$212K +$4.49K +35 +2%
RDFA
972
Ritter Daniher Financial Advisory
Ohio
$208K +$195K +1,518 New
FMI
973
Fiduciary Management Inc
Wisconsin
$207K +$194K +1,515 New
HWM
974
Howard Wealth Management
Connecticut
$206K +$194K +1,510 New
GWM
975
Greenhouse Wealth Management
Connecticut
$205K +$192K +1,498 New
37 38
39
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