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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1001
Townsend Asset Management
North Carolina
$458K +$1.05K +6 +0.2%
CWM
1002
Chicago Wealth Management
Illinois
$457K – – –
SHFA
1003
SC&H Financial Advisors
Maryland
$456K +$874 +5 +0.2%
OLA
1004
Oliver Luxxe Assets
New Jersey
$456K -$31.5K -180 -6%
JF
1005
JSF Financial
California
$454K -$37.2K -213 -8%
SHGA
1006
Sand Hill Global Advisors
California
$452K -$19.9K -114 -4%
BBNA
1007
Bremer Bank National Association
Minnesota
$449K – – –
RWM
1008
RKL Wealth Management
Pennsylvania
$441K +$59.6K +341 +16%
LA
1009
LM Advisors
California
$439K – – –
FMTCOCP
1010
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$439K +$440K +2,514 New
IA
1011
Insight Advisors
Pennsylvania
$439K -$5.42K -31 -1%
BFO
1012
Biltmore Family Office
North Carolina
$438K +$376K +2,150 +594%
FMTC
1013
Farmers & Merchants Trust Company
California
$436K – – –
WCM
1014
WealthBridge Capital Management
Ohio
$436K +$175 +1 +0%
ST
1015
Spinnaker Trust
Maine
$435K – – –
CAG
1016
Crestwood Advisors Group
Massachusetts
$434K -$37.6K -215 -8%
GGS
1017
Galvin Gaustad & Stein
Arizona
$432K -$9.62K -55 -2%
YIA
1018
YHB Investment Advisors
Connecticut
$431K – – –
DDPIC
1019
Deroy & Devereaux Private Investment Counsel
Michigan
$429K -$11.4K -65 -3%
BLC
1020
Brown, Lisle/Cummings
Rhode Island
$428K -$4.37K -25 -1%
RDWM
1021
Red Door Wealth Management
Tennessee
$424K – – –
PCM
1022
Parsons Capital Management
Rhode Island
$424K – – –
MFS
1023
McNamara Financial Services
Massachusetts
$423K – – –
OWM
1024
Orgel Wealth Management
Wisconsin
$422K – – –
GCM
1025
Gallacher Capital Management
Colorado
$421K +$29.2K +167 +7%
39 40
41
42 43