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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ERWM
1076
Elk River Wealth Management
Colorado
$380K -$179K -1,159 -34%
SIA
1077
Soltis Investment Advisors
Utah
$379K +$74.4K +482 +27%
PAI
1078
Pittenger & Anderson Inc
Nebraska
$375K – – –
PIA
1079
Petredis Investment Advisors
Pennsylvania
$375K – – –
MF
1080
Montis Financial
Massachusetts
$373K – – –
SC
1081
Stephenson & Company
California
$373K +$348K +2,254 New
FCA
1082
FinTrust Capital Advisors
South Carolina
$372K +$104K +672 +43%
TIA
1083
Traphagen Investment Advisors
New Jersey
$371K +$463 +3 +0.1%
ACI
1084
Alpha Cubed Investments
California
$369K +$134K +865 +63%
CAL
1085
Capital Analysts LLC
Pennsylvania
$368K -$14.7K -95 -4%
HCM
1086
Hollencrest Capital Management
California
$367K – – –
KA
1087
Klingman & Associates
New York
$367K – – –
ANBT
1088
American National Bank & Trust
Texas
$366K +$128K +832 +60%
KWM
1089
Keebeck Wealth Management
Illinois
$366K -$40K -259 -10%
CF
1090
Clarity Financial
Texas
$365K – – –
PWA
1091
Phoenix Wealth Advisors
North Carolina
$365K – – –
AWM
1092
Avior Wealth Management
Nebraska
$364K +$67K +434 +25%
GKIM
1093
GW&K Investment Management
Massachusetts
$364K – – –
NRI
1094
NFP Retirement Inc
California
$363K +$37.4K +242 +12%
GTAM
1095
Global Trust Asset Management
Florida
$363K -$60.5K -392 -15%
WTA
1096
Washington Trust Advisors
Massachusetts
$362K -$1.7K -11 -0.5%
BCWM
1097
Bartlett & Co Wealth Management
Ohio
$362K +$21.3K +138 +7%
HBW
1098
Hazlett, Burt & Watson
West Virginia
$362K -$37.5K -243 -10%
BC
1099
Bartlett & Co
Ohio
$362K +$21.3K +138 +7%
SWM
1100
SeaCrest Wealth Management
New York
$362K -$63.6K -412 -16%
42 43
44
45 46