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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1001
Pin Oak Investment Advisors
Texas
$105K – – –
IRAG
1002
Investment Research & Advisory Group
Georgia
$102K +$98.5K +747 New
CHAM
1003
Clear Harbor Asset Management
Connecticut
$98.4K +$95K +721 New
FCB
1004
First Command Bank
Texas
$97K -$29.7K -225 -24%
FCFS
1005
First Command Financial Services
Texas
$97K -$29.7K -225 -24%
SWM
1006
Selective Wealth Management
Virginia
$96K – – –
SWA
1007
Sutton Wealth Advisors
Florida
$95.1K -$36.2K -275 -28%
AF
1008
Affiance Financial
Minnesota
$87K +$84.1K +638 New
JFA
1009
JNBA Financial Advisors
Minnesota
$84K – – –
SFPG
1010
Stonebridge Financial Planning Group
Florida
$81K +$77.9K +591 New
FFW
1011
Fusion Family Wealth
New York
$78K – – –
IWP
1012
IAG Wealth Partners
Wisconsin
$75K +$71.8K +545 New
VNA
1013
Valley National Advisers
Pennsylvania
$74K -$17.8K -135 -20%
CCM
1014
Cribstone Capital Management
Maine
$74K -$7.91K -60 -10%
WQ
1015
Wealth Quarterback
New Jersey
$72.5K +$70K +531 New
SFA
1016
Stewardship Financial Advisors
Georgia
$71K – – –
BWP
1017
Baldwin Wealth Partners
Massachusetts
$68K – – –
BRC
1018
Bell Rock Capital
Delaware
$68K +$264 +2 +0.4%
SCA
1019
Stonebridge Capital Advisors
Minnesota
$67K – – –
BWA
1020
BDO Wealth Advisors
Florida
$66K -$8.04K -61 -11%
SL
1021
Salomon & Ludwin
Virginia
$65K – – –
TCOV
1022
Trust Company of Vermont
Vermont
$64K – – –
TCM
1023
TD Capital Management
Tennessee
$62K – – –
EWM
1024
Endurance Wealth Management
Rhode Island
$62K +$1.05K +8 +2%
CFN
1025
Cordasco Financial Network
Florida
$61K -$128K -970 -69%
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