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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1001
WBH Advisory
Maryland
$658K – – –
MSA
1002
Marino Stram & Associates
Massachusetts
$658K +$198K +996 +45%
FSA
1003
Fort Sheridan Advisors
Illinois
$657K +$19.5K +98 +3%
WTA
1004
Washington Trust Advisors
Massachusetts
$656K +$45.4K +228 +8%
LIM
1005
Leavell Investment Management
Alabama
$655K -$19.7K -99 -3%
GG
1006
Greenwood Gearhart
Arkansas
$655K +$11.3K +57 +2%
CNBOF
1007
City National Bank of Florida
Florida
$654K – – –
TA
1008
TrueWealth Advisors
Alabama
$653K -$1.19K -6 -0.2%
TF
1009
Tudor Financial
Ohio
$651K – – –
CAL
1010
Capital Analysts LLC
Pennsylvania
$648K +$2.79K +14 +0.4%
GWS
1011
Glassman Wealth Services
Virginia
$643K – – –
KWA
1012
Kingswood Wealth Advisors
California
$642K +$274K +1,375 +77%
PWP
1013
Perfromance Wealth Partners
Illinois
$639K – – –
RWM
1014
Rialto Wealth Management
New York
$638K -$102K -515 -14%
CD
1015
Chapin Davis
Maryland
$637K -$45.2K -227 -7%
CIAS
1016
Capital Investment Advisory Services
North Carolina
$635K – – –
FDDB
1017
Fidelity D&D Bancorp
Pennsylvania
$634K – – –
RSWA
1018
Robinson Smith Wealth Advisors
Maine
$632K -$4.18K -21 -0.7%
RT
1019
Rockland Trust
Massachusetts
$632K +$232K +1,164 +60%
IFWM
1020
Institute for Wealth Management
Colorado
$630K +$72K +362 +13%
JF
1021
JSF Financial
California
$628K -$3.58K -18 -0.6%
SA
1022
Skyline Advisors
Washington
$627K +$2.19K +11 +0.4%
WFAG
1023
Wescott Financial Advisory Group
Pennsylvania
$624K +$796 +4 +0.1%
KHCM
1024
Kirtland Hills Capital Management
Ohio
$620K – – –
CAS
1025
Coppell Advisory Solutions
Texas
$618K -$12.5K -63 -2%
39 40
41
42 43