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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1076
Cornercap Investment Counsel
Georgia
$314K +$310K +1,889 New
MCCP
1077
Mission Creek Capital Partners
California
$313K +$164 +1 +0.1%
NFSG
1078
Newbridge Financial Services Group
Florida
$313K +$18.7K +114 +6%
RFA
1079
Resurgent Financial Advisors
Georgia
$313K +$310K +1,885 New
AMC
1080
Asset Management Corp
Illinois
$312K – – –
NCM
1081
Noesis Capital Mangement
Florida
$312K +$309K +1,882 New
MCM
1082
Morton Capital Management
California
$311K -$49.4K -301 -14%
LWM
1083
Laidlaw Wealth Management
New York
$308K – – –
YIA
1084
YHB Investment Advisors
Connecticut
$308K +$16.4K +100 +6%
BWM
1085
BCS Wealth Management
Tennessee
$307K +$89.7K +546 +42%
TLFA
1086
True Link Financial Advisors
California
$307K +$244K +1,488 +409%
BO
1087
BRR OpCo
Ohio
$306K – – –
FPB
1088
First PREMIER Bank
South Dakota
$306K – – –
PPW
1089
PACK Private Wealth
Minnesota
$306K – – –
MW
1090
MBL Wealth
North Carolina
$306K +$303K +1,844 New
RW
1091
REDW Wealth
New Mexico
$303K – – –
AMBIA
1092
Allen Mooney & Barnes Investment Advisors
Georgia
$301K +$298K +1,814 New
ME
1093
McIlrath & Eck
Washington
$301K – – –
SCP
1094
Seizert Capital Partners
Michigan
$300K -$1.91M -11,660 -87%
TH
1095
TCTC Holdings
Texas
$300K +$82.1K +500 +38%
SF
1096
SBK Financial
Virginia
$299K – – –
JIP
1097
Jaffetilchin Investment Partners
Florida
$299K +$2.3K +14 +0.7%
FF
1098
FourThought Financial
Florida
$298K -$1.49M -9,076 -83%
EPM
1099
Elm Partners Management
Pennsylvania
$298K -$4.43K -27 -1%
CBFP
1100
Cedar Brook Financial Partners
Ohio
$297K +$1.15K +7 +0.4%
42 43
44
45 46