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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
976
Pasadena Private Wealth
California
$392K – – –
RSWM
977
Robertson Stephens Wealth Management
California
$391K -$180K -1,166 -31%
DWA
978
Douglass Winthrop Advisors
New York
$391K – – –
FPCG
979
Forum Private Client Group
Indiana
$390K -$90.2K -584 -19%
GTAM
980
Global Trust Asset Management
Florida
$387K -$89.7K -581 -19%
FHA
981
Flagship Harbor Advisors
Massachusetts
$386K -$927 -6 -0.2%
LWM
982
LJI Wealth Management
Indiana
$386K +$31.5K +204 +9%
KWM
983
Keebeck Wealth Management
Illinois
$383K +$86.6K +561 +29%
OIM
984
Oder Investment Management
California
$383K – – –
AWMG
985
Alliance Wealth Management Group
New Jersey
$382K – – –
EWA
986
Exencial Wealth Advisors
Oklahoma
$381K -$34.6K -224 -8%
VWM
987
Valley Wealth Managers
New Jersey
$380K -$1.54M -9,946 -80%
ST
988
Spinnaker Trust
Maine
$377K +$3.09K +20 +0.8%
BLC
989
Brown, Lisle/Cummings
Rhode Island
$377K – – –
FFP
990
FourThought Financial Partners
Florida
$375K -$370K -2,397 -49%
IFWM
991
Institute for Wealth Management
Colorado
$375K -$251K -1,626 -40%
FTC
992
Farmers Trust Company
Ohio
$375K -$108K -700 -22%
EC
993
EdgeRock Capital
Colorado
$373K +$2.78K +18 +0.7%
MDCM
994
Morgan Dempsey Capital Management
Wisconsin
$372K +$240K +1,555 +175%
RDWM
995
Red Door Wealth Management
Tennessee
$370K – – –
TIM
996
Tortoise Investment Management
New York
$368K -$10K -65 -3%
MC
997
Matisse Capital
Oregon
$365K -$77.2K -500 -17%
UWM
998
USAdvisors Wealth Management
Minnesota
$364K +$2.01K +13 +0.5%
PCM
999
Parsons Capital Management
Rhode Island
$363K +$4.94K +32 +1%
JC
1000
Jentner Corp
Ohio
$363K – – –
38 39
40
41 42