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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1151
Perfromance Wealth Partners
Illinois
$203K +$12.3K +82 +6%
PCM
1152
Parsons Capital Management
Rhode Island
$203K +$224K +1,492 New
BEAM
1153
Baker Ellis Asset Management
Washington
$202K -$15K -100 -6%
PCI
1154
Planning Center Inc
Illinois
$201K – – –
OHIS
1155
Oak Harvest Investment Services
Texas
$201K +$222K +1,478 New
CM
1156
Cornerstone Management
Georgia
$200K -$18.8K -125 -8%
HHGA
1157
Halbert Hargrove Global Advisors
California
$200K +$221K +1,474 New
JGIA
1158
Jackson Grant Investment Advisers
Connecticut
$199K +$301 +2 +0.1%
EK
1159
Evensky & Katz
Florida
$193K – – –
NFSG
1160
Newbridge Financial Services Group
Florida
$191K -$68.8K -458 -25%
ANBT
1161
American National Bank & Trust
Texas
$186K – – –
BCWM
1162
Bartlett & Co Wealth Management
Ohio
$182K – – –
BC
1163
Bartlett & Co
Ohio
$182K – – –
BAM
1164
Baldrige Asset Management
Pennsylvania
$181K – – –
MG
1165
MilWealth Group
Wisconsin
$179K – – –
SAM
1166
S.A. Mason
Michigan
$174K – – –
HFS
1167
Hantz Financial Services
Michigan
$171K +$106K +707 +128%
AA
1168
Addison Advisors
Vermont
$170K – – –
PCA
1169
Providence Capital Advisors
North Carolina
$169K – – –
TSWM
1170
Tyler-Stone Wealth Management
Ohio
$168K -$1.35K -9 -0.7%
MPCG
1171
Matrix Private Capital Group
New York
$167K – – –
MTIC
1172
Missouri Trust & Investment Company
Missouri
$166K – – –
ST
1173
Smithfield Trust
Pennsylvania
$160K +$119K +790 +203%
CCA
1174
Column Capital Advisors
Indiana
$153K – – –
BWP
1175
Baldwin Wealth Partners
Massachusetts
$151K – – –
45 46
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48 49