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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
976
Mirador Capital Partners
California
$487K +$1.86K +11 +0.4%
SHGA
977
Sand Hill Global Advisors
California
$485K -$26.4K -156 -5%
CAG
978
Crestwood Advisors Group
Massachusetts
$484K -$51.9K -307 -10%
ACI
979
Alpha Cubed Investments
California
$484K +$78.8K +466 +21%
AA
980
Aire Advisors
California
$482K +$2.03K +12 +0.4%
GC
981
Gratus Capital
Georgia
$481K – – –
CT
982
Caldwell Trust
Florida
$478K – – –
CCA
983
Cobblestone Capital Advisors
New York
$478K +$451K +2,666 New
TPI
984
Trust Point Inc
Wisconsin
$476K – – –
BAM
985
Belpointe Asset Management
Nevada
$471K +$91.5K +541 +26%
TI
986
Truepoint Inc
Ohio
$470K – – –
CWM
987
Chicago Wealth Management
Illinois
$469K – – –
TAM
988
Townsend Asset Management
North Carolina
$469K +$1.18K +7 +0.3%
SHFA
989
SC&H Financial Advisors
Maryland
$467K +$846 +5 +0.2%
MPWT
990
MassMutual Private Wealth & Trust
Connecticut
$462K -$39.3K -232 -8%
BBNA
991
Bremer Bank National Association
Minnesota
$461K – – –
BI
992
Berkeley Inc
Idaho
$459K -$3.55K -21 -0.8%
IA
993
Insight Advisors
Pennsylvania
$456K – – –
WIA
994
World Investment Advisors
California
$454K -$770K -4,548 -64%
PS
995
Principal Securities
Iowa
$454K -$25.6K -151 -6%
GGS
996
Galvin Gaustad & Stein
Arizona
$453K -$115K -679 -21%
TW
997
TritonPoint Wealth
Maryland
$453K -$180K -1,066 -29%
DDPIC
998
Deroy & Devereaux Private Investment Counsel
Michigan
$452K – – –
CC
999
Cypress Capital
Tennessee
$451K -$22.8K -135 -5%
LA
1000
LM Advisors
California
$450K +$84.6K +500 +25%
38 39
40
41 42