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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1051
Miller Investment Management
Pennsylvania
$720K – – –
FSA
1052
Fort Sheridan Advisors
Illinois
$719K +$23.7K +108 +3%
BTD
1053
BankPlus Trust Department
Mississippi
$719K – – –
DWM
1054
Darwin Wealth Management
Florida
$715K +$31.3K +143 +4%
PWM
1055
Peck Wealth Management
New York
$713K – – –
VCM
1056
Vivaldi Capital Management
Illinois
$712K +$876 +4 +0.1%
CIAS
1057
Capital Investment Advisory Services
North Carolina
$710K +$20.4K +93 +3%
CHAM
1058
Clear Harbor Asset Management
Connecticut
$707K +$437K +1,995 +152%
BWFA
1059
Baltimore-Washington Financial Advisors
Maryland
$705K +$55.6K +254 +8%
KFC
1060
Klingenstein Fields & Co
New York
$704K +$2.41K +11 +0.3%
JAA
1061
Joel Adams & Associates
North Carolina
$704K +$2.85K +13 +0.4%
FA
1062
Fountainhead AM
New Jersey
$701K +$354K +1,615 +97%
MWM
1063
Melfa Wealth Management
Massachusetts
$700K +$657 +3 +0.1%
FFWA
1064
Forthright Family Wealth Advisory
Texas
$694K +$849K +3,876 New
BRWA
1065
B. Riley Wealth Advisors
Florida
$692K -$805K -3,678 -53%
RPGK
1066
Retirement Planning Group (Kansas)
Kansas
$692K +$101K +460 +17%
GSWM
1067
Greenup Street Wealth Management
Michigan
$691K -$4.82K -22 -0.7%
FRA
1068
Front Row Advisors
California
$690K +$117K +533 +20%
KHCM
1069
Kirtland Hills Capital Management
Ohio
$689K – – –
RMDI
1070
R.M. Davis Inc
Maine
$686K +$21.9K +100 +3%
CAL
1071
Capital Analysts LLC
Pennsylvania
$684K +$7.01K +32 +1%
TF
1072
Tudor Financial
Ohio
$684K – – –
TA
1073
TrueWealth Advisors
Alabama
$683K -$2.41K -11 -0.3%
HIS
1074
Harvest Investment Services
Illinois
$681K -$32.2K -147 -4%
MFC
1075
Morris Financial Concepts
South Carolina
$679K -$79.3K -362 -10%
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43
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