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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RDFA
1001
Ritter Daniher Financial Advisory
Ohio
$242K +$11.6K +80 +5%
ED
1002
Exane Derivatives
France
$242K +$231K +1,595 New
BA
1003
Baugh & Associates
Georgia
$241K – – –
DY
1004
Dowling & Yahnke
California
$238K – – –
FCA
1005
FLC Capital Advisors
California
$237K +$226K +1,564 New
PA
1006
PFG Advisors
Arizona
$235K +$8.97K +62 +4%
TC
1007
TownSquare Capital
Utah
$233K -$46.3K -320 -17%
YIA
1008
YHB Investment Advisors
Connecticut
$231K -$3.62K -25 -2%
PCM
1009
Poehling Capital Management
Wisconsin
$230K +$219K +1,515 New
GSWM
1010
Golden State Wealth Management
California
$229K -$5.06K -35 -2%
NAM
1011
NorthCoast Asset Management
Connecticut
$229K +$219K +1,511 New
HWM
1012
Howard Wealth Management
Connecticut
$228K – – –
GWM
1013
Greenhouse Wealth Management
Connecticut
$227K – – –
CCP
1014
Cardan Capital Partners
Colorado
$226K – – –
1WA
1015
180 Wealth Advisors
Washington
$226K +$205K +1,415 New
BFEC
1016
Benjamin F. Edwards & Company
Missouri
$225K +$130K +900 +154%
BFC
1017
Bedel Financial Consulting
Indiana
$219K +$28.2K +195 +16%
PP
1018
Pegasus Partners
Wisconsin
$218K +$208K +1,437 New
AIA
1019
Armor Investment Advisors
North Carolina
$217K – – –
FPFS
1020
First Personal Financial Services
North Carolina
$217K – – –
MCA
1021
Magnolia Capital Advisors
Mississippi
$216K -$34.3K -237 -14%
RGC
1022
Roberts, Glore & Co
Illinois
$215K +$205K +1,417 New
COCM
1023
Charter Oak Capital Management
New Hampshire
$214K – – –
ICP
1024
Interchange Capital Partners
Pennsylvania
$213K +$96.4K +666 +90%
NL
1025
NKCFO LLC
Illinois
$212K +$14.5K +100 +8%
39 40
41
42 43