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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1101
Pin Oak Investment Advisors
Texas
$157K +$6.81K +43 +5%
TFM
1102
TFC Financial Management
Massachusetts
$156K – – –
RFA
1103
Reilly Financial Advisors
California
$153K – – –
MIM
1104
MTM Investment Management
South Carolina
$152K – – –
SWM
1105
Sugarloaf Wealth Management
Georgia
$151K -$212K -1,337 -58%
MFT
1106
Moisand Fitzgerald Tamayo
Florida
$150K – – –
FCM
1107
Firestone Capital Management
Florida
$136K – – –
CCP
1108
Clarkston Capital Partners
Michigan
$136K +$136K +860 New
FPW
1109
Flagship Private Wealth
Massachusetts
$134K – – –
GI
1110
Gradient Investments
Minnesota
$128K – – –
IRC
1111
Investors Research Corp
Georgia
$122K – – –
PP
1112
Pacifica Partners
Canada
$122K – – –
GEA
1113
Glen Eagle Advisors
New Jersey
$118K +$19.6K +124 +20%
HBT
1114
Hills Bank & Trust
Iowa
$115K – – –
CF
1115
Centaurus Financial
California
$113K – – –
TF
1116
TimeScale Financial
Massachusetts
$113K +$792 +5 +0.7%
SWM
1117
Selective Wealth Management
Virginia
$111K – – –
GAM
1118
Gemmer Asset Management
California
$108K – – –
HFS
1119
Hantz Financial Services
Michigan
$108K – – –
SCA
1120
Stonebridge Capital Advisors
Minnesota
$108K – – –
TCOV
1121
Trust Company of Vermont
Vermont
$107K +$45.6K +288 +75%
SAS
1122
Stelac Advisory Services
New York
$104K +$104K +656 New
SWA
1123
Sutton Wealth Advisors
Florida
$97.2K – – –
PSIWM
1124
Paradigm Strategies in Wealth Management
Minnesota
$96K +$633 +4 +0.7%
WQ
1125
Wealth Quarterback
New Jersey
$95K +$94.7K +598 New
43 44
45
46 47