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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1126
Atala Financial
California
$451K – – –
HP
1127
HT Partners
Connecticut
$451K – – –
LWM
1128
LongView Wealth Management
Georgia
$450K +$123K +665 +40%
RFP
1129
Root Financial Partners
California
$449K -$258K -1,392 -38%
AA
1130
Aufman Associates
Pennsylvania
$449K +$428K +2,310 New
HFS
1131
Heritage Financial Services
Massachusetts
$448K -$51.7K -279 -11%
CWG
1132
Cornerstone Wealth Group
North Carolina
$448K +$29.8K +161 +8%
NRC
1133
New Republic Capital
North Carolina
$445K -$132K -713 -24%
EP
1134
Edgestream Partners
New Jersey
$443K +$104K +561 +33%
PTP
1135
Platform Technology Partners
New York
$441K +$10.4K +56 +3%
LSPW
1136
Lake Street Private Wealth
Illinois
$441K -$4.07K -22 -1%
PIA
1137
Petredis Investment Advisors
Pennsylvania
$441K – – –
ODIJL
1138
One Day In July LLC
Vermont
$439K -$13.7K -74 -3%
NAS
1139
NWF Advisory Services
California
$438K +$85.4K +461 +26%
HWA
1140
Heartwood Wealth Advisors
Virginia
$438K -$11.9K -64 -3%
SIC
1141
Salem Investment Counselors
North Carolina
$437K -$28K -151 -6%
AC
1142
Allstate Corporation
Illinois
$437K +$417K +2,250 New
KNW
1143
Kesler Norman & Wride
Utah
$437K +$417K +2,250 New
AA
1144
Armis Advisers
Georgia
$436K – – –
FCA
1145
Fortis Capital Advisors
Kansas
$435K +$6.3K +34 +2%
MSA
1146
Marino Stram & Associates
Massachusetts
$434K +$370 +2 +0.1%
TCM
1147
Towercrest Capital Management
Pennsylvania
$434K -$20.9K -113 -5%
FNBT
1148
FineMark National Bank & Trust
Florida
$433K -$7.04K -38 -2%
SFWC
1149
Strategic Family Wealth Counselors
New Jersey
$433K +$23.9K +129 +6%
ONST
1150
Old North State Trust
North Carolina
$433K +$413K +2,229 New
44 45
46
47 48