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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
976
Cozad Asset Management
Illinois
$266K – – –
WT
977
Washington Trust
Rhode Island
$266K +$37.9K +262 +18%
CBFP
978
Cedar Brook Financial Partners
Ohio
$265K -$9.26K -64 -4%
FCA
979
FinTrust Capital Advisors
South Carolina
$260K – – –
SPP
980
Single Point Partners
Massachusetts
$259K +$723 +5 +0.3%
TA
981
TruWealth Advisors
Louisiana
$258K +$246K +1,703 New
EWA
982
Exencial Wealth Advisors
Oklahoma
$257K +$14.3K +99 +6%
SWM
983
Stockman Wealth Management
Montana
$254K – – –
MWM
984
Merriman Wealth Management
Washington
$253K -$150K -1,035 -38%
MAWCM
985
Mine & Arao Wealth Creation & Management
California
$253K +$242K +1,670 New
APC
986
Aspire Private Capital
North Carolina
$252K – – –
BEAM
987
Baker Ellis Asset Management
Washington
$252K – – –
BA
988
Bridge Advisory
California
$251K -$19.1M -132,093 -99%
WA
989
Wealth Architects
California
$251K -$575K -3,974 -71%
RCA
990
Rex Capital Advisors
Rhode Island
$251K – – –
IWS
991
Insight Wealth Strategies
California
$251K +$289 +2 +0.1%
CAG
992
Csenge Advisory Group
Florida
$250K -$113K -779 -33%
CSIC
993
Clifford Swan Investment Counsel
California
$249K – – –
FSA
994
Fort Sheridan Advisors
Illinois
$249K +$238K +1,644 New
CIC
995
Cornercap Investment Counsel
Georgia
$247K -$116K -803 -33%
MWM
996
Madison Wealth Management
Ohio
$247K -$2.02K -14 -0.9%
AIM
997
Alhambra Investment Management
Florida
$246K +$235K +1,624 New
SC
998
Scotia Capital
Ontario, Canada
$243K – – –
SCM
999
Shelton Capital Management
Colorado
$243K +$232K +1,606 New
FNB
1000
Farmers National Bank
Kentucky
$242K -$4.92K -34 -2%
38 39
40
41 42