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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
NAS
1026
Nicolet Advisory Services
Wisconsin
$366K -$18.4K -112 -5%
LB
1027
Leo Brokerage
Texas
$365K +$362K +2,204 New
LNWWM
1028
Laird Norton Wetherby Wealth Management
California
$364K +$28.2K +172 +9%
S
1029
Surevest
California
$362K -$67.5K -411 -16%
CIM
1030
Confluence Investment Management
Missouri
$361K -$2.3M -14,027 -87%
SWM
1031
SeaCrest Wealth Management
New York
$361K +$2.63K +16 +0.7%
IFG
1032
Independent Financial Group
California
$361K – – –
EDRH
1033
Edmond de Rothschild Holding
Switzerland
$359K -$35.6K -217 -9%
FSA
1034
Fort Sheridan Advisors
Illinois
$359K +$4.43K +27 +1%
CFGS
1035
Concourse Financial Group Securities
Alabama
$357K -$167K -1,017 -32%
GC
1036
Gibson Capital
Pennsylvania
$354K – – –
PWP
1037
Principle Wealth Partners
Connecticut
$354K +$45.7K +278 +15%
IAG
1038
Investment Advisory Group
Massachusetts
$353K -$10.5K -64 -3%
FNBT
1039
FineMark National Bank & Trust
Florida
$351K -$37.1K -226 -10%
PWW
1040
Pettyjohn Wood & White
Virginia
$349K – – –
ERWM
1041
Elk River Wealth Management
Colorado
$348K – – –
MFA
1042
McClarren Financial Advisors
Pennsylvania
$344K +$657 +4 +0.2%
BHWM
1043
Beaird Harris Wealth Management
Texas
$341K -$2.13K -13 -0.6%
FCA
1044
FinTrust Capital Advisors
South Carolina
$341K – – –
KIG
1045
Kowal Investment Group
Wisconsin
$341K +$338K +2,056 New
WFAG
1046
Wescott Financial Advisory Group
Pennsylvania
$339K – – –
SLWS
1047
Swaine & Leidel Wealth Services
Florida
$338K +$55.5K +338 New
DA
1048
Doliver Advisors
Texas
$338K +$334K +2,035 New
SHFP
1049
Second Half Financial Partners
Florida
$338K +$366K +2,228 New
WFA
1050
Wipfli Financial Advisors
Wisconsin
$337K +$334K +2,032 New
40 41
42
43 44