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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1076
Halbert Hargrove Global Advisors
California
$208K +$208K +1,313 New
SSWM
1077
Smith Salley Wealth Management
North Carolina
$207K -$3.01K -19 -1%
AIP
1078
ARS Investment Partners
New York
$206K +$205K +1,298 New
LA
1079
LVW Advisors
New York
$206K +$206K +1,301 New
BWM
1080
BCS Wealth Management
Tennessee
$205K +$205K +1,293 New
GC
1081
Gilbert & Cook
Iowa
$205K +$205K +1,293 New
SAM
1082
S.A. Mason
Michigan
$203K – – –
SWMG
1083
Strategic Wealth Management Group
Maryland
$202K -$81.7K -516 -29%
EWA
1084
ERTS Wealth Advisors
Michigan
$201K +$200K +1,265 New
EBT
1085
Enterprise Bank & Trust
Massachusetts
$201K +$201K +1,268 New
BAM
1086
Baldrige Asset Management
Pennsylvania
$201K +$201K +1,269 New
AA
1087
Addison Advisors
Vermont
$198K +$198K +1,250 New
GWSG
1088
GPS Wealth Strategies Group
Colorado
$196K – – –
BC
1089
Bartlett & Co
Ohio
$196K +$13.3K +84 +7%
BCWM
1090
Bartlett & Co Wealth Management
Ohio
$196K +$13.3K +84 +7%
MPCG
1091
Matrix Private Capital Group
New York
$186K +$16K +101 +9%
HWMA
1092
Heritage Wealth Management (Arizona)
Arizona
$183K – – –
CCA
1093
Column Capital Advisors
Indiana
$179K – – –
CWM
1094
Cranbrook Wealth Management
Michigan
$177K – – –
BWP
1095
Baldwin Wealth Partners
Massachusetts
$176K – – –
JSAM
1096
J. Safra Asset Management
New York
$175K -$330K -2,083 -62%
SMA
1097
Sage Mountain Advisors
Georgia
$169K +$56.2K +355 +50%
WBC
1098
West Branch Capital
Massachusetts
$168K +$167K +1,057 New
PG
1099
Proffitt & Goodson
Tennessee
$164K – – –
WP
1100
WealthShield Partners
North Carolina
$164K – – –
42 43
44
45 46