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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
951
FNY Investment Advisers
New York
$425K +$444K +2,800 New
GI
952
Gradient Investments
Minnesota
$425K -$10.6K -67 -2%
MSFS
953
Main Street Financial Solutions
Pennsylvania
$422K +$14.4K +91 +3%
FIA
954
Foundations Investment Advisors
Arizona
$421K +$37.4K +236 +9%
JF
955
JSF Financial
California
$419K -$93.6K -590 -18%
PL
956
Plancorp LLC
Missouri
$418K – – –
TAM
957
Townsend Asset Management
North Carolina
$415K -$4.28K -27 -1%
TAM
958
Titleist Asset Management
Texas
$414K -$476 -3 -0.1%
APW
959
Acima Private Wealth
Virginia
$413K – – –
MCP
960
Mirador Capital Partners
California
$406K – – –
IA
961
Insight Advisors
Pennsylvania
$406K – – –
CT
962
Caldwell Trust
Florida
$405K -$25.4K -160 -6%
HC
963
Hamilton Capital
Ohio
$405K – – –
CC
964
Cypress Capital
Tennessee
$403K – – –
UWM
965
USAdvisors Wealth Management
Minnesota
$402K -$159 -1 -0%
FC
966
Fusion Capital
South Carolina
$401K – – –
TI
967
Truepoint Inc
Ohio
$399K – – –
WMS
968
Wealth Management Solutions
Pennsylvania
$398K -$33.9K -214 -8%
CWM
969
Chicago Wealth Management
Illinois
$398K – – –
SWM
970
SeaCrest Wealth Management
New York
$396K -$7.61K -48 -2%
HCM
971
Highview Capital Management
Illinois
$395K – – –
DDPIC
972
Deroy & Devereaux Private Investment Counsel
Michigan
$395K -$31.7K -200 -7%
GWANC
973
Guardian Wealth Advisors (North Carolina)
North Carolina
$393K -$77.7K -490 -16%
GTAM
974
Global Trust Asset Management
Florida
$393K +$7.93K +50 +2%
SHFA
975
SC&H Financial Advisors
Maryland
$393K – – –
37 38
39
40 41