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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1026
Cypress Capital
Tennessee
$439K – – –
ASC
1027
Atalanta Sosnoff Capital
New York
$435K -$30.9K -200 -7%
TI
1028
Truepoint Inc
Ohio
$434K – – –
CWM
1029
Chicago Wealth Management
Illinois
$433K – – –
TAM
1030
Townsend Asset Management
North Carolina
$431K -$19.3K -125 -5%
SHFA
1031
SC&H Financial Advisors
Maryland
$430K +$2.16K +14 +0.5%
SAG
1032
Spotlight Asset Group
Illinois
$430K – – –
BI
1033
Berkeley Inc
Idaho
$427K +$154 +1 +0%
BBNA
1034
Bremer Bank National Association
Minnesota
$426K – – –
FRA
1035
Front Row Advisors
California
$425K -$257K -1,661 -39%
IA
1036
Insight Advisors
Pennsylvania
$421K -$19.8K -128 -5%
PCM
1037
Parsons Capital Management
Rhode Island
$420K +$17.8K +115 +5%
FHA
1038
Flagship Harbor Advisors
Massachusetts
$418K +$463 +3 +0.1%
DDPIC
1039
Deroy & Devereaux Private Investment Counsel
Michigan
$417K -$11.6K -75 -3%
HFM
1040
Harvest Fund Management
China
$417K +$383K +2,478 +5,632%
WCM
1041
WealthBridge Capital Management
Ohio
$414K +$44.9K +291 +13%
DJSG
1042
D.J. St. Germain
Massachusetts
$411K – – –
ST
1043
Spinnaker Trust
Maine
$410K – – –
BLC
1044
Brown, Lisle/Cummings
Rhode Island
$409K – – –
OWM
1045
Orgel Wealth Management
Wisconsin
$409K +$17.9K +116 +5%
HFS
1046
Heritage Financial Services
Massachusetts
$409K – – –
YIA
1047
YHB Investment Advisors
Connecticut
$408K – – –
FC
1048
Fusion Capital
South Carolina
$408K -$26.7K -173 -7%
FTC
1049
Farmers Trust Company
Ohio
$407K – – –
HWA
1050
Heartwood Wealth Advisors
Virginia
$407K – – –
40 41
42
43 44