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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BSWA
1001
Bromfield Sneider Wealth Advisors
Massachusetts
$450K +$96.8K +572 +29%
FMTC
1002
Farmers & Merchants Trust Company
California
$448K +$59.2K +350 +16%
WCM
1003
WealthBridge Capital Management
Ohio
$447K -$1.86K -11 -0.4%
ST
1004
Spinnaker Trust
Maine
$447K +$2.54K +15 +0.6%
BLC
1005
Brown, Lisle/Cummings
Rhode Island
$444K – – –
HFS
1006
Heritage Financial Services
Massachusetts
$443K – – –
FC
1007
Fusion Capital
South Carolina
$443K +$508 +3 +0.1%
YIA
1008
YHB Investment Advisors
Connecticut
$443K – – –
AT
1009
Arden Trust
Delaware
$442K -$193K -1,140 -32%
WFA
1010
Woodward Financial Advisors
North Carolina
$437K – – –
RDWM
1011
Red Door Wealth Management
Tennessee
$435K -$345K -2,041 -46%
PCM
1012
Parsons Capital Management
Rhode Island
$435K -$19.5K -115 -5%
MFS
1013
McNamara Financial Services
Massachusetts
$434K -$5.08K -30 -1%
OWM
1014
Orgel Wealth Management
Wisconsin
$433K -$9.64K -57 -2%
CT
1015
Cambridge Trust
Massachusetts
$432K -$124K -733 -23%
LI
1016
LRI Investments
Florida
$431K +$407K +2,405 New
CSPAM
1017
Cary Street Partners Asset Management
Virginia
$429K -$207K -1,221 -34%
HWA
1018
Heartwood Wealth Advisors
Virginia
$428K -$12.2K -72 -3%
IFWM
1019
Institute for Wealth Management
Colorado
$427K +$33.8K +200 +9%
PWW
1020
Pettyjohn Wood & White
Virginia
$423K – – –
OMIC
1021
Old Mission Investment Co
Michigan
$422K -$29.6K -175 -7%
FCAM
1022
First Citizens Asset Management
North Carolina
$422K -$1.18K -7 -0.3%
AWMG
1023
Alliance Wealth Management Group
New Jersey
$421K – – –
RWMH
1024
Riverpoint Wealth Management Holdings
Illinois
$419K – – –
SIC
1025
Salem Investment Counselors
North Carolina
$418K +$80.7K +477 +26%
39 40
41
42 43