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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TCA
976
Transcend Capital Advisors
New Jersey
$426K +$39.6K +242 +11%
AIS
977
American Investment Services
Massachusetts
$425K – – –
OIM
978
Oder Investment Management
California
$424K +$164 +1 +0%
AA
979
AlphaCentric Advisors
Puerto Rico
$423K +$413K +2,518 New
AWMG
980
Alliance Wealth Management Group
New Jersey
$422K – – –
CAN
981
Claraphi Advisory Network
United States
$422K +$13.1K +80 +3%
AWM
982
AAF Wealth Management
Massachusetts
$420K -$7.54K -46 -2%
CL
983
CSS LLC
Illinois
$420K -$4.18M -25,500 -91%
MC
984
Matisse Capital
Oregon
$420K +$16.4K +100 +4%
RDWM
985
Red Door Wealth Management
Tennessee
$420K +$61.3K +374 +18%
CFP
986
Curran Financial Partners
South Carolina
$420K +$174K +1,062 +74%
SS
987
Sunbelt Securities
Texas
$419K -$26.9K -164 -6%
CAG
988
Csenge Advisory Group
Florida
$419K +$180K +1,098 +72%
TIM
989
Tortoise Investment Management
New York
$417K – – –
WMP
990
Wealth Management Partners
Arizona
$416K -$78K -476 -19%
ACM
991
Antonetti Capital Management
Florida
$414K – – –
RMC
992
Regis Management Company
California
$412K – – –
BFA
993
Bragg Financial Advisors
North Carolina
$411K – – –
MLM
994
Mount Lucas Management
Pennsylvania
$411K +$401K +2,450 New
TFS
995
TrustCore Financial Services
Tennessee
$407K -$332K -2,025 -45%
CPIA
996
Cornell Pochily Investment Advisors
New York
$407K – – –
WF
997
Welch & Forbes
Massachusetts
$404K -$496K -3,025 -56%
EDRH
998
Edmond de Rothschild Holding
Switzerland
$400K – – –
KWM
999
Keebeck Wealth Management
Illinois
$400K – – –
EVC
1000
Eidelman Virant Capital
Missouri
$400K +$3.77K +23 +1%
38 39
40
41 42