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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
1126
Mirador Capital Partners
California
$603K +$2.19K +10 +0.4%
BLC
1127
Brown, Lisle/Cummings
Rhode Island
$602K -$25.4K -116 -4%
GKWIM
1128
Gerber Kawasaki Wealth & Investment Management
California
$601K +$54.7K +250 +10%
DJSG
1129
D.J. St. Germain
Massachusetts
$597K +$14K +64 +2%
FDDB
1130
Fidelity D&D Bancorp
Pennsylvania
$596K -$70.7K -323 -10%
CWG
1131
Cornerstone Wealth Group
North Carolina
$594K -$7.01K -32 -1%
PD
1132
Planning Directions
Pennsylvania
$589K +$604K +2,756 New
BCM
1133
Buckhead Capital Management
Georgia
$588K – – –
ABWM
1134
Alpine Bank Wealth Management
Colorado
$587K – – –
CFA
1135
Cahill Financial Advisors
Minnesota
$586K +$438 +2 +0.1%
NRI
1136
NFP Retirement Inc
California
$583K -$3.94K -18 -0.7%
PCA
1137
Prosperity Capital Advisors
Ohio
$583K +$178K +812 +42%
AA
1138
Aire Advisors
California
$583K +$438 +2 +0.1%
SWM
1139
Stronghold Wealth Management
Florida
$580K -$16K -73 -3%
GWA
1140
Genesis Wealth Advisors
Massachusetts
$580K – – –
GWMR
1141
GC Wealth Management RIA
Massachusetts
$579K -$290K -1,325 -33%
CIC
1142
Carnegie Investment Counsel
Ohio
$579K -$186K -851 -24%
SP
1143
SmartHarvest Portfolios
Washington
$579K – – –
PWS
1144
Proactive Wealth Strategies
Georgia
$578K +$297K +1,357 +101%
TWM
1145
TCFG Wealth Management
California
$577K +$61.3K +280 +12%
TIA
1146
TCFG Investment Advisors
California
$577K +$589K +2,688 New
AMG
1147
APS Management Group
California
$572K – – –
BFPW
1148
BOK Financial Private Wealth
Colorado
$572K -$11.4K -52 -2%
SFG
1149
Sovereign Financial Group
Connecticut
$571K +$11.4K +52 +2%
HC
1150
Hamilton Capital
Ohio
$570K – – –
44 45
46
47 48