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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1026
LRI Investments
Florida
$420K – – –
AT
1027
Arden Trust
Delaware
$419K -$11.4K -65 -3%
KIA
1028
KCM Investment Advisors
California
$418K +$190K +1,087 +83%
FNBT
1029
FineMark National Bank & Trust
Florida
$418K +$63.6K +364 +18%
HWA
1030
Heartwood Wealth Advisors
Virginia
$417K – – –
DS
1031
DRW Securities
Illinois
$415K +$416K +2,378 New
CP
1032
Coho Partners
Pennsylvania
$414K +$415K +2,372 New
SC
1033
Schoolcraft Capital
Colorado
$412K +$44.6K +255 +12%
PWW
1034
Pettyjohn Wood & White
Virginia
$412K – – –
AWMG
1035
Alliance Wealth Management Group
New Jersey
$411K – – –
FCAM
1036
First Citizens Asset Management
North Carolina
$410K -$1.22K -7 -0.3%
VT
1037
Vise Technologies
New York
$409K +$53.2K +304 +15%
RWMH
1038
Riverpoint Wealth Management Holdings
Illinois
$408K – – –
ACI
1039
Alpha Cubed Investments
California
$407K -$64K -366 -14%
SIC
1040
Salem Investment Counselors
North Carolina
$407K – – –
TIM
1041
Tortoise Investment Management
New York
$407K – – –
FC
1042
Fusion Capital
South Carolina
$406K -$25.2K -144 -6%
ACA
1043
Atlas Capital Advisors
Wyoming
$406K +$227K +1,300 +127%
HP
1044
HT Partners
Connecticut
$405K – – –
BWM
1045
BKM Wealth Management
Wisconsin
$404K +$67.7K +387 +20%
RSWA
1046
Robinson Smith Wealth Advisors
Maine
$403K – – –
BEW
1047
Burton Enright Welch
California
$402K – – –
HFS
1048
Heritage Financial Services
Massachusetts
$402K -$29.2K -167 -7%
SMA
1049
Sage Mountain Advisors
Georgia
$402K – – –
SIA
1050
Soltis Investment Advisors
Utah
$401K -$1.57K -9 -0.4%
40 41
42
43 44