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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AHB
1001
Abner Herrman & Brock
New Jersey
$375K +$364K +2,379 New
FPTW
1002
Franklin, Parlapiano, Turner & Welch
Texas
$375K – – –
PWW
1003
Pettyjohn Wood & White
Virginia
$372K – – –
RWMH
1004
Riverpoint Wealth Management Holdings
Illinois
$369K – – –
PCM
1005
Parsons Capital Management
Rhode Island
$369K -$7.64K -50 -2%
LWM
1006
LJI Wealth Management
Indiana
$368K -$31.2K -204 -8%
MC
1007
Matisse Capital
Oregon
$368K -$10.7K -70 -3%
WCM
1008
WealthBridge Capital Management
Ohio
$367K +$40.5K +265 +13%
HP
1009
HT Partners
Connecticut
$366K – – –
ESB
1010
Essex Savings Bank
Connecticut
$364K – – –
HFS
1011
Heritage Financial Services
Massachusetts
$364K – – –
SMA
1012
Sage Mountain Advisors
Georgia
$363K -$8.56K -56 -2%
NRI
1013
NFP Retirement Inc
California
$362K -$45.6K -298 -12%
TW
1014
Transform Wealth
Colorado
$361K -$135K -880 -28%
BBPWM
1015
Blue Bell Private Wealth Management
Pennsylvania
$361K – – –
PAI
1016
Pittenger & Anderson Inc
Nebraska
$358K -$50.4K -330 -13%
FFP
1017
FourThought Financial Partners
Florida
$358K -$29.8K -195 -8%
PIA
1018
Petredis Investment Advisors
Pennsylvania
$358K – – –
TIA
1019
Traphagen Investment Advisors
New Jersey
$354K -$917 -6 -0.3%
SC
1020
Schoolcraft Capital
Colorado
$352K – – –
VNB
1021
Virginia National Bank
Virginia
$351K -$11K -72 -3%
HCM
1022
Hollencrest Capital Management
California
$351K – – –
WTFG
1023
Wells Trecaso Financial Group
Ohio
$351K – – –
GC
1024
Gibson Capital
Pennsylvania
$349K – – –
PWA
1025
Phoenix Wealth Advisors
North Carolina
$347K – – –
39 40
41
42 43