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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
VFIC
1151
Valley Forge Investment Consultants
Pennsylvania
$256K +$250K +1,523 New
GWM
1152
Greenhouse Wealth Management
Connecticut
$255K +$2.13K +13 +0.9%
MYIA
1153
Mount Yale Investment Advisors
Colorado
$255K +$33.1K +202 +15%
PCM
1154
Poehling Capital Management
Wisconsin
$254K – – –
CCM
1155
Cullen Capital Management
New York
$254K +$26.9K +164 +12%
WT
1156
Washington Trust
Rhode Island
$251K – – –
APSP
1157
Asset Planning Services (Pennsylvania)
Pennsylvania
$250K -$133K -812 -35%
BFC
1158
Bedel Financial Consulting
Indiana
$250K -$328 -2 -0.1%
GKWIM
1159
Gerber Kawasaki Wealth & Investment Management
California
$250K +$184K +1,124 +56,200%
EA
1160
Eudaimonia Advisors
Tennessee
$250K +$244K +1,490 New
ACP
1161
Aveo Capital Partners
Colorado
$248K +$242K +1,479 New
DY
1162
Dowling & Yahnke
California
$247K -$5.24K -32 -2%
LIM
1163
Lathrop Investment Management
Arkansas
$247K +$241K +1,468 New
EFL
1164
ERn Financial LLC
Wisconsin
$247K +$241K +1,472 New
FWM
1165
Fingerlakes Wealth Management
New York
$247K +$243K +1,481 New
SNBOSD
1166
Security National Bank of So Dak
Iowa
$246K +$240K +1,465 New
RWP
1167
Ridgecrest Wealth Partners
California
$245K +$239K +1,460 New
COCM
1168
Charter Oak Capital Management
New Hampshire
$244K – – –
CA
1169
CoreCap Advisors
Michigan
$244K +$238K +1,454 New
PCI
1170
Planning Center Inc
Illinois
$244K +$240K +1,463 New
EK
1171
Evensky & Katz
Florida
$243K +$655 +4 +0.3%
TSWM
1172
Tyler-Stone Wealth Management
Ohio
$242K +$237K +1,444 New
HWM
1173
Howard Wealth Management
Connecticut
$240K -$12.3K -75 -5%
STB
1174
S&T Bank
Pennsylvania
$240K – – –
KAM
1175
KEB Asset Management
Illinois
$240K +$234K +1,430 New
45 46
47
48 49