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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
1026
Wells Trecaso Financial Group
Ohio
$337K – – –
KA
1027
Klingman & Associates
New York
$337K -$56.8K -358 -14%
WCM
1028
WealthBridge Capital Management
Ohio
$336K -$17K -107 -5%
GC
1029
Gibson Capital
Pennsylvania
$335K – – –
CF
1030
Clarity Financial
Texas
$335K +$46.5K +293 +15%
NC
1031
NovaPoint Capital
Georgia
$334K +$349K +2,203 New
WTA
1032
Washington Trust Advisors
Massachusetts
$334K -$274K -1,726 -44%
PWA
1033
Phoenix Wealth Advisors
North Carolina
$334K – – –
GKIM
1034
GW&K Investment Management
Massachusetts
$334K – – –
PPW
1035
Pasadena Private Wealth
California
$331K -$49.2K -310 -12%
VC
1036
Veracity Capital
Georgia
$330K +$90.1K +568 +35%
SSWM
1037
Smith Salley Wealth Management
North Carolina
$330K +$80.6K +508 +30%
AHB
1038
Abner Herrman & Brock
New Jersey
$328K -$34.6K -218 -9%
CCG
1039
Coastwise Capital Group
California
$326K – – –
WAM
1040
Weatherly Asset Management
California
$325K – – –
ZF
1041
Zhang Financial
Michigan
$324K – – –
FMTC
1042
Farmers & Merchants Trust Company
California
$323K -$150K -944 -31%
FNBT
1043
FineMark National Bank & Trust
Florida
$322K +$69.3K +437 +26%
DFC
1044
DB Fitzpatrick & Co
Idaho
$322K -$46.8K -295 -12%
MWA
1045
Meridian Wealth Advisors
Texas
$321K – – –
OIM
1046
Oder Investment Management
California
$320K – – –
MFA
1047
McClarren Financial Advisors
Pennsylvania
$319K -$159 -1 -0%
PWS
1048
Private Wealth Strategies
Ohio
$319K – – –
SA
1049
Sicart Associates
New York
$318K – – –
CCM
1050
Carlson Capital Management
Minnesota
$318K +$332K +2,095 New
40 41
42
43 44