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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1001
CVA Family Office
Colorado
$830K – – –
AFG
1002
ABLE Financial Group
Arizona
$830K -$25.2K -122 -3%
CFP
1003
Curran Financial Partners
South Carolina
$826K +$5.78K +28 +0.7%
EAN
1004
Excelsior Advisor Network
Colorado
$822K +$807K +3,906 New
TCP
1005
TMB Capital Partners
Arkansas
$819K +$805K +3,895 New
FUBT
1006
First United Bank & Trust
Maryland
$813K – – –
CA
1007
Continuum Advisory
Idaho
$811K -$20.9K -101 -3%
WHCFA
1008
William Howard & Co Financial Advisors
Tennessee
$810K +$3.92K +19 +0.5%
AA
1009
Armis Advisers
Georgia
$809K +$20K +97 +3%
CB
1010
Cadence Bank
Mississippi
$809K -$108K -523 -12%
SWM
1011
SeaCrest Wealth Management
New York
$808K +$620 +3 +0.1%
OCA
1012
Odyssey Capital Advisors
Pennsylvania
$807K +$793K +3,839 New
TPI
1013
Trust Point Inc
Wisconsin
$807K – – –
LTL
1014
Lowery Thomas LLC
California
$804K +$3.72K +18 +0.5%
MFF
1015
Michels Family Financial
Texas
$802K +$413 +2 +0.1%
CGPCS
1016
Capital Group Private Client Services
California
$802K -$200K -966 -20%
MJFG
1017
Mars Jewett Financial Group
Washington
$801K +$736K +3,565 New
COCM
1018
Charter Oak Capital Management
New Hampshire
$801K – – –
RF
1019
Roxbury Financial
New Jersey
$800K -$8.68K -42 -1%
S
1020
Sunpointe
Missouri
$800K – – –
AO
1021
Advisor OS
Illinois
$800K -$36.5M -176,696 -98%
EB
1022
Emprise Bank
Kansas
$800K – – –
CFO
1023
Collective Family Office
Pennsylvania
$797K -$415K -2,007 -35%
FCB
1024
First County Bank
Connecticut
$794K – – –
JBA
1025
Johnson Bixby & Associates
Washington
$793K -$22.7K -110 -3%
39 40
41
42 43