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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1001
JNBA Financial Advisors
Minnesota
$396K – – –
EAM
1002
Empirical Asset Management
Massachusetts
$396K +$386K +2,357 New
UWM
1003
USAdvisors Wealth Management
Minnesota
$395K -$12.9K -79 -3%
FNBT
1004
FineMark National Bank & Trust
Florida
$393K -$84K -513 -18%
EWA
1005
EverSource Wealth Advisors
Alabama
$393K +$383K +2,340 New
IBOK
1006
Independence Bank of Kentucky
Kentucky
$392K – – –
ST
1007
Spinnaker Trust
Maine
$392K – – –
WMA
1008
Wealth Management Associates
New Jersey
$391K -$1.8K -11 -0.5%
HP
1009
HT Partners
Connecticut
$390K – – –
CT
1010
Cambridge Trust
Massachusetts
$389K +$79K +482 +26%
AWM
1011
Atticus Wealth Management
Florida
$389K +$372K +2,268 +5,040%
AIC
1012
Archer Investment Corporation
Indiana
$389K +$164 +1 +0%
NAS
1013
Nicolet Advisory Services
Wisconsin
$387K -$21.5K -131 -5%
LAS
1014
LWM Advisory Services
Florida
$387K +$377K +2,304 New
HFS
1015
Heritage Financial Services
Massachusetts
$387K +$378K +2,306 New
BCV
1016
Banque Cantonale Vaudoise
Switzerland
$386K – – –
FA
1017
Financial Advisors
Massachusetts
$386K – – –
GC
1018
GFG Capital
Florida
$384K +$375K +2,287 New
CCP
1019
Corient Capital Partners
California
$382K -$50.8K -310 -12%
MFS
1020
McNamara Financial Services
Massachusetts
$382K -$11.6K -71 -3%
MWA
1021
Meridian Wealth Advisors
Texas
$382K – – –
CWM
1022
C2C Wealth Management
Arizona
$382K +$373K +2,275 New
AWM
1023
Avondale Wealth Management
Texas
$381K – – –
VWM
1024
Valley Wealth Managers
New Jersey
$376K – – –
BBPWM
1025
Blue Bell Private Wealth Management
Pennsylvania
$376K +$16.4K +100 +5%
39 40
41
42 43