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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GT
976
Greenleaf Trust
Michigan
$296K – – –
PA
977
PFG Advisors
Arizona
$294K +$48.1K +304 +20%
ATWA
978
Arbor Trust Wealth Advisors
Michigan
$293K – – –
FPB
979
First PREMIER Bank
South Dakota
$293K – – –
EWA
980
Exencial Wealth Advisors
Oklahoma
$293K +$23.7K +150 +9%
BO
981
BRR OpCo
Ohio
$292K -$13.5K -85 -4%
DA
982
Doliver Advisors
Texas
$291K +$291K +1,835 New
EPM
983
Elm Partners Management
Pennsylvania
$290K -$6.65K -42 -2%
RW
984
REDW Wealth
New Mexico
$290K – – –
GCA
985
Genesee Capital Advisors
New York
$290K +$289K +1,826 New
IA
986
IAM Advisory
Pennsylvania
$290K +$289K +1,826 New
PP
987
PDS Planning
Ohio
$287K +$633 +4 +0.2%
UTC
988
Unified Trust Company
Kentucky
$286K – – –
CT
989
Columbia Trust
Oregon
$284K – – –
LC
990
Lindbrook Capital
California
$283K – – –
SIC
991
Salem Investment Counselors
North Carolina
$283K – – –
MWM
992
Merriman Wealth Management
Washington
$283K +$18.5K +117 +7%
CM
993
Cornerstone Management
Georgia
$282K -$792 -5 -0.3%
FNT
994
First Nebraska Trust
Nebraska
$281K – – –
HCM
995
Hollencrest Capital Management
California
$281K – – –
RP
996
Rice Partnership
Hawaii
$281K – – –
CAM
997
Cozad Asset Management
Illinois
$279K – – –
CIC
998
Carnegie Investment Counsel
Ohio
$277K -$162K -1,024 -37%
M
999
MOTCO
Texas
$275K -$10.3K -65 -4%
JSL
1000
JT Stratford LLC
Georgia
$272K -$53K -335 -16%
38 39
40
41 42