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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1026
WealthBridge Capital Management
Ohio
$336K -$17K -107 -5%
GC
1027
Gibson Capital
Pennsylvania
$335K – – –
CF
1028
Clarity Financial
Texas
$335K +$46.5K +293 +15%
NC
1029
NovaPoint Capital
Georgia
$334K +$349K +2,203 New
WTA
1030
Washington Trust Advisors
Massachusetts
$334K -$274K -1,726 -44%
PWA
1031
Phoenix Wealth Advisors
North Carolina
$334K – – –
GKIM
1032
GW&K Investment Management
Massachusetts
$334K – – –
PPW
1033
Pasadena Private Wealth
California
$331K -$49.2K -310 -12%
VC
1034
Veracity Capital
Georgia
$330K +$90.1K +568 +35%
SSWM
1035
Smith Salley Wealth Management
North Carolina
$330K +$80.6K +508 +30%
AHB
1036
Abner Herrman & Brock
New Jersey
$328K -$34.6K -218 -9%
CCG
1037
Coastwise Capital Group
California
$326K – – –
WAM
1038
Weatherly Asset Management
California
$325K – – –
ZF
1039
Zhang Financial
Michigan
$324K – – –
FMTC
1040
Farmers & Merchants Trust Company
California
$323K -$150K -944 -31%
FNBT
1041
FineMark National Bank & Trust
Florida
$322K +$69.3K +437 +26%
DFC
1042
DB Fitzpatrick & Co
Idaho
$322K -$46.8K -295 -12%
MWA
1043
Meridian Wealth Advisors
Texas
$321K – – –
OIM
1044
Oder Investment Management
California
$320K – – –
MFA
1045
McClarren Financial Advisors
Pennsylvania
$319K -$159 -1 -0%
PWS
1046
Private Wealth Strategies
Ohio
$319K – – –
SA
1047
Sicart Associates
New York
$318K – – –
CCM
1048
Carlson Capital Management
Minnesota
$318K +$332K +2,095 New
MWM
1049
Madison Wealth Management
Ohio
$317K – – –
DWA
1050
Douglass Winthrop Advisors
New York
$317K – – –
40 41
42
43 44