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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1026
MOTCO
Texas
$247K -$24.2K -151 -9%
B
1027
Bridgeworth
Alabama
$247K +$253K +1,578 New
FCA
1028
FLC Capital Advisors
California
$245K – – –
MF
1029
Manchester Financial
California
$244K +$250K +1,558 New
BA
1030
Bristlecone Advisors
Washington
$243K – – –
RRWA
1031
Rainey & Randall Wealth Advisors
Florida
$243K – – –
AWAP
1032
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$243K +$249K +1,552 New
CAG
1033
Csenge Advisory Group
Florida
$241K -$176K -1,098 -42%
JSL
1034
JT Stratford LLC
Georgia
$240K -$29.2K -182 -11%
EBT
1035
Enterprise Bank & Trust
Massachusetts
$240K +$43K +268 +21%
PCM
1036
Poehling Capital Management
Wisconsin
$237K – – –
GWM
1037
Greenhouse Wealth Management
Connecticut
$236K – – –
HWM
1038
Howard Wealth Management
Connecticut
$236K – – –
DY
1039
Dowling & Yahnke
California
$235K -$11.4K -71 -5%
1WA
1040
180 Wealth Advisors
Washington
$235K -$321 -2 -0.1%
BFC
1041
Bedel Financial Consulting
Indiana
$234K – – –
WT
1042
Washington Trust
Rhode Island
$234K – – –
CCP
1043
Cardan Capital Partners
Colorado
$228K -$3.53K -22 -1%
COCM
1044
Charter Oak Capital Management
New Hampshire
$227K +$6.09K +38 +3%
GSWM
1045
Golden State Wealth Management
California
$226K -$11.2K -70 -5%
EK
1046
Evensky & Katz
Florida
$226K – – –
CFP
1047
Curran Financial Partners
South Carolina
$225K -$1.6K -10 -0.7%
STB
1048
S&T Bank
Pennsylvania
$224K -$12.2K -76 -5%
FPFS
1049
First Personal Financial Services
North Carolina
$224K – – –
FNB
1050
Farmers National Bank
Kentucky
$223K +$261K +1,631 New
40 41
42
43 44