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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MFA
976
Mayflower Financial Advisors
Massachusetts
$425K -$16.3K -99 -4%
RCA
977
Resonant Capital Advisors
Wisconsin
$424K -$115K -702 -22%
SAM
978
Secure Asset Management
Michigan
$423K – – –
AIS
979
American Investment Services
Massachusetts
$420K – – –
3LCM
980
3D/L Capital Management
Connecticut
$419K -$11.2K -68 -3%
OIM
981
Oder Investment Management
California
$419K – – –
AWMG
982
Alliance Wealth Management Group
New Jersey
$417K – – –
AWM
983
AAF Wealth Management
Massachusetts
$416K +$821 +5 +0.2%
RDWM
984
Red Door Wealth Management
Tennessee
$416K – – –
TCA
985
Transcend Capital Advisors
New Jersey
$415K -$5.58K -34 -1%
LAM
986
Lyrical Asset Management
New York
$413K -$18M -109,598 -98%
CFP
987
Curran Financial Partners
South Carolina
$413K -$2.46K -15 -0.6%
TIM
988
Tortoise Investment Management
New York
$412K – – –
IP
989
Ignite Planners
California
$411K +$417K +2,540 New
RMC
990
Regis Management Company
California
$407K – – –
JC
991
Jentner Corp
Ohio
$406K -$21.7K -132 -5%
ACM
992
Advisors Capital Management
New Jersey
$404K +$399K +2,431 New
FHA
993
Flagship Harbor Advisors
Massachusetts
$403K -$2.23M -13,572 -85%
CPIA
994
Cornell Pochily Investment Advisors
New York
$403K – – –
ST
995
Spinnaker Trust
Maine
$399K +$11.2K +68 +3%
KWM
996
Keebeck Wealth Management
Illinois
$396K – – –
ESB
997
Essex Savings Bank
Connecticut
$392K -$78.2K -476 -17%
EVC
998
Eidelman Virant Capital
Missouri
$391K -$2.63K -16 -0.7%
UWM
999
USAdvisors Wealth Management
Minnesota
$391K +$657 +4 +0.2%
EWA
1000
EverSource Wealth Advisors
Alabama
$389K +$493 +3 +0.1%
38 39
40
41 42