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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
3LCM
976
3D/L Capital Management
Connecticut
$360K -$5.79K -37 -1%
TIM
977
Tortoise Investment Management
New York
$360K – – –
KIG
978
Kowal Investment Group
Wisconsin
$360K +$66.6K +426 +21%
HC
979
Hourglass Capital
Texas
$358K -$21.1K -135 -5%
RMC
980
Regis Management Company
California
$356K – – –
SAM
981
Secure Asset Management
Michigan
$355K -$15.6K -100 -4%
JC
982
Jentner Corp
Ohio
$355K – – –
BRC
983
Bell Rock Capital
Delaware
$355K +$383K +2,448 New
RDWM
984
Red Door Wealth Management
Tennessee
$352K -$11.9K -76 -3%
CPIA
985
Cornell Pochily Investment Advisors
New York
$352K – – –
FHA
986
Flagship Harbor Advisors
Massachusetts
$351K -$782 -5 -0.2%
IAG
987
Investment Advisory Group
Massachusetts
$351K +$45.4K +290 +14%
CFP
988
Curran Financial Partners
South Carolina
$350K -$11.1K -71 -3%
EVC
989
Eidelman Virant Capital
Missouri
$345K +$3.29K +21 +0.9%
PPW
990
Pinnacle Private Wealth
Massachusetts
$345K +$14.1K +90 +4%
FFA
991
Fi3 Financial Advisors
Indiana
$344K -$83.4K -533 -18%
BAS
992
Brown Advisory Securities
Maryland
$341K -$76.3K -488 -17%
UWM
993
USAdvisors Wealth Management
Minnesota
$341K -$156 -1 -0%
IFG
994
Independent Financial Group
California
$340K +$26.9K +172 +8%
CWM
995
C2C Wealth Management
Arizona
$339K – – –
SHFP
996
Second Half Financial Partners
Florida
$338K – – –
MFG
997
Merit Financial Group
Georgia
$338K +$365K +2,334 New
HP
998
HT Partners
Connecticut
$337K – – –
HFS
999
Heritage Financial Services
Massachusetts
$334K – – –
GLA
1000
Good Life Advisors
Pennsylvania
$334K +$64.8K +414 +22%
38 39
40
41 42