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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
976
Berkeley Inc
Idaho
$392K – – –
BBNA
977
Bremer Bank National Association
Minnesota
$391K -$13K -82 -3%
ACA
978
Aptus Capital Advisors
Alabama
$390K -$82.5K -520 -17%
PWP
979
Perfromance Wealth Partners
Illinois
$389K – – –
CAG
980
Crestwood Advisors Group
Massachusetts
$387K -$175K -1,106 -30%
FHA
981
Flagship Harbor Advisors
Massachusetts
$384K – – –
TSWM
982
Triangle Securities Wealth Management
North Carolina
$381K -$37.9K -239 -9%
DJSG
983
D.J. St. Germain
Massachusetts
$378K -$28.4K -179 -7%
KWM
984
Keebeck Wealth Management
Illinois
$378K -$2.85K -18 -0.7%
ST
985
Spinnaker Trust
Maine
$376K – – –
BLC
986
Brown, Lisle/Cummings
Rhode Island
$376K – – –
HFS
987
Heritage Financial Services
Massachusetts
$375K +$26.5K +167 +7%
YIA
988
YHB Investment Advisors
Connecticut
$375K – – –
FCAM
989
First Citizens Asset Management
North Carolina
$375K -$32.7K -206 -8%
FTC
990
Farmers Trust Company
Ohio
$373K – – –
HWA
991
Heartwood Wealth Advisors
Virginia
$373K +$390K +2,460 New
MFS
992
McNamara Financial Services
Massachusetts
$373K -$16.5K -104 -4%
EWA
993
Exencial Wealth Advisors
Oklahoma
$370K -$44.9K -283 -10%
PCM
994
Parsons Capital Management
Rhode Island
$369K +$14.4K +91 +4%
HBW
995
Hazlett, Burt & Watson
West Virginia
$368K +$200K +1,262 +109%
MFG
996
Merit Financial Group
Georgia
$366K +$76.3K +481 +25%
TIM
997
Tortoise Investment Management
New York
$366K -$4.76K -30 -1%
AT
998
American Trust
Kentucky
$364K -$123K -778 -24%
MSA
999
Marino Stram & Associates
Massachusetts
$362K – – –
JC
1000
Jentner Corp
Ohio
$362K – – –
38 39
40
41 42