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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1051
Connectus Wealth
Ohio
$356K -$11.4K -76 -3%
MMPW
1052
Mitchell McLeod Pugh & Williams
Alabama
$355K +$351K +2,342 New
ST
1053
Sabal Trust
Florida
$355K +$350K +2,340 New
RWMH
1054
Riverpoint Wealth Management Holdings
Illinois
$355K – – –
TI
1055
Truepoint Inc
Ohio
$354K -$124K -831 -26%
LWM
1056
LJI Wealth Management
Indiana
$353K +$349K +2,330 New
HP
1057
HT Partners
Connecticut
$352K – – –
IAS
1058
Insigneo Advisory Services
Florida
$352K +$347K +2,321 New
WH
1059
Willner & Heller
California
$350K +$2.25K +15 +0.7%
ACM
1060
Advisors Capital Management
New Jersey
$350K -$69.6K -465 -17%
HFS
1061
Heritage Financial Services
Massachusetts
$350K – – –
SMA
1062
Sage Mountain Advisors
Georgia
$349K +$185K +1,238 +116%
VNB
1063
Virginia National Bank
Virginia
$348K -$289K -1,933 -46%
BBPWM
1064
Blue Bell Private Wealth Management
Pennsylvania
$347K – – –
PFA
1065
Peak Financial Advisors
Colorado
$346K – – –
ISWM
1066
Independent Solutions Wealth Management
New York
$344K +$340K +2,271 New
PIA
1067
Petredis Investment Advisors
Pennsylvania
$344K +$339K +2,268 New
DFC
1068
DB Fitzpatrick & Co
Idaho
$342K -$20.7K -138 -6%
YIA
1069
YHB Investment Advisors
Connecticut
$340K +$58.7K +392 +21%
MFS
1070
McNamara Financial Services
Massachusetts
$340K – – –
RT
1071
Rockland Trust
Massachusetts
$340K -$39.2K -262 -10%
CBT
1072
CoreFirst Bank & Trust
Kansas
$340K +$269K +1,800 +409%
LTL
1073
Lowery Thomas LLC
California
$339K -$216K -1,444 -39%
SC
1074
Schoolcraft Capital
Colorado
$338K – – –
WTFG
1075
Wells Trecaso Financial Group
Ohio
$337K -$1.35K -9 -0.4%
41 42
43
44 45