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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1026
Bristlecone Advisors
Washington
$246K +$246K +1,553 New
TC
1027
TownSquare Capital
Utah
$244K – – –
GFS
1028
GYL Financial Synergies
Connecticut
$244K +$244K +1,539 New
GSWM
1029
Golden State Wealth Management
California
$241K – – –
FAT
1030
First American Trust
California
$240K -$99.9K -631 -29%
PCM
1031
Poehling Capital Management
Wisconsin
$240K – – –
STB
1032
S&T Bank
Pennsylvania
$239K -$50.5K -319 -17%
HWM
1033
Howard Wealth Management
Connecticut
$239K – – –
GWM
1034
Greenhouse Wealth Management
Connecticut
$239K +$1.58K +10 +0.7%
VLC
1035
Van Leeuwen & Company
New Jersey
$239K +$237K +1,499 New
WT
1036
Washington Trust
Rhode Island
$237K -$41.5K -262 -15%
BFC
1037
Bedel Financial Consulting
Indiana
$237K +$7.6K +48 +3%
CCP
1038
Cardan Capital Partners
Colorado
$235K -$1.58K -10 -0.7%
1WA
1039
180 Wealth Advisors
Washington
$235K +$5.22K +33 +2%
YIA
1040
YHB Investment Advisors
Connecticut
$234K – – –
KPW
1041
Kore Private Wealth
New York
$234K +$16.3K +103 +8%
CFP
1042
Curran Financial Partners
South Carolina
$230K +$229K +1,449 New
EK
1043
Evensky & Katz
Florida
$229K +$151K +954 +194%
FPFS
1044
First Personal Financial Services
North Carolina
$227K – – –
SC
1045
Scotia Capital
Ontario, Canada
$226K -$28.5K -180 -11%
AIA
1046
Armor Investment Advisors
North Carolina
$226K -$1.43K -9 -0.6%
MCA
1047
Magnolia Capital Advisors
Mississippi
$226K – – –
RGC
1048
Roberts, Glore & Co
Illinois
$225K – – –
FMT
1049
First Mercantile Trust
Tennessee
$225K +$18K +114 +9%
IWS
1050
Insight Wealth Strategies
California
$224K -$37.8K -239 -14%
40 41
42
43 44