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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
1151
Baker Ellis Asset Management
Washington
$202K -$15K -100 -6%
PCI
1152
Planning Center Inc
Illinois
$201K – – –
OHIS
1153
Oak Harvest Investment Services
Texas
$201K +$222K +1,478 New
CM
1154
Cornerstone Management
Georgia
$200K -$18.8K -125 -8%
HHGA
1155
Halbert Hargrove Global Advisors
California
$200K +$221K +1,474 New
JGIA
1156
Jackson Grant Investment Advisers
Connecticut
$199K +$301 +2 +0.1%
EK
1157
Evensky & Katz
Florida
$193K – – –
NFSG
1158
Newbridge Financial Services Group
Florida
$191K -$68.8K -458 -25%
ANBT
1159
American National Bank & Trust
Texas
$186K – – –
BCWM
1160
Bartlett & Co Wealth Management
Ohio
$182K – – –
BC
1161
Bartlett & Co
Ohio
$182K – – –
BAM
1162
Baldrige Asset Management
Pennsylvania
$181K – – –
MG
1163
MilWealth Group
Wisconsin
$179K – – –
SAM
1164
S.A. Mason
Michigan
$174K – – –
HFS
1165
Hantz Financial Services
Michigan
$171K +$106K +707 +128%
AA
1166
Addison Advisors
Vermont
$170K – – –
PCA
1167
Providence Capital Advisors
North Carolina
$169K – – –
TSWM
1168
Tyler-Stone Wealth Management
Ohio
$168K -$1.35K -9 -0.7%
MPCG
1169
Matrix Private Capital Group
New York
$167K – – –
MTIC
1170
Missouri Trust & Investment Company
Missouri
$166K – – –
ST
1171
Smithfield Trust
Pennsylvania
$160K +$119K +790 +203%
CCA
1172
Column Capital Advisors
Indiana
$153K – – –
BWP
1173
Baldwin Wealth Partners
Massachusetts
$151K – – –
CWM
1174
Cranbrook Wealth Management
Michigan
$151K – – –
MDCM
1175
Morgan Dempsey Capital Management
Wisconsin
$149K -$26.7K -178 -14%
45 46
47
48 49