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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
1001
FinTrust Capital Advisors
South Carolina
$272K – – –
WFAG
1002
Wescott Financial Advisory Group
Pennsylvania
$272K +$270K +1,705 New
ED
1003
Exane Derivatives
France
$272K +$17.7K +112 +7%
NAM
1004
NorthCoast Asset Management
Connecticut
$271K +$31K +196 +13%
SPP
1005
Single Point Partners
Massachusetts
$269K +$475 +3 +0.2%
RDFA
1006
Ritter Daniher Financial Advisory
Ohio
$269K +$15.8K +100 +6%
VAS
1007
Vestmark Advisory Solutions
Massachusetts
$269K +$269K +1,698 New
MCM
1008
Monument Capital Management
Virginia
$268K -$2.46M -15,530 -90%
SWM
1009
Stockman Wealth Management
Montana
$266K – – –
MAWCM
1010
Mine & Arao Wealth Creation & Management
California
$265K – – –
BEAM
1011
Baker Ellis Asset Management
Washington
$264K – – –
APC
1012
Aspire Private Capital
North Carolina
$263K – – –
BA
1013
Bridge Advisory
California
$263K +$475 +3 +0.2%
CSIC
1014
Clifford Swan Investment Counsel
California
$261K – – –
WA
1015
Wealth Architects
California
$260K -$2.53K -16 -1%
MWM
1016
Madison Wealth Management
Ohio
$258K – – –
AIM
1017
Alhambra Investment Management
Florida
$256K -$1.9K -12 -0.7%
SCM
1018
Shelton Capital Management
Colorado
$255K – – –
BA
1019
Baugh & Associates
Georgia
$252K – – –
OSAM
1020
O'Shaughnessy Asset Management
Connecticut
$250K +$45.4K +287 +22%
DY
1021
Dowling & Yahnke
California
$249K – – –
PCA
1022
Providence Capital Advisors
North Carolina
$249K +$33.4K +211 +16%
FCA
1023
FLC Capital Advisors
California
$248K – – –
RRWA
1024
Rainey & Randall Wealth Advisors
Florida
$246K -$53.4K -337 -18%
BA
1025
Bristlecone Advisors
Washington
$246K +$246K +1,553 New
39 40
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42 43