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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
DDPIC
1176
Deroy & Devereaux Private Investment Counsel
Michigan
$412K -$19.2K -100 -4%
HCM
1177
Hollencrest Capital Management
California
$411K – – –
FCAM
1178
First Citizens Asset Management
North Carolina
$410K +$4.99K +26 +1%
PTP
1179
Platform Technology Partners
New York
$409K +$192 +1 +0%
CF
1180
Clarity Financial
Texas
$409K – – –
TIM
1181
Tortoise Investment Management
New York
$407K -$26.1K -136 -6%
TCA
1182
Transcend Capital Advisors
New Jersey
$405K -$189K -986 -31%
RWM
1183
Rockwood Wealth Management
Pennsylvania
$405K +$192 +1 +0%
TCOV
1184
Trust Company of Vermont
Vermont
$405K +$2.49K +13 +0.6%
SW
1185
Simplicity Wealth
New Jersey
$404K -$2.93M -15,273 -87%
JC
1186
Jentner Corp
Ohio
$404K – – –
CNBOF
1187
City National Bank of Florida
Florida
$404K +$419K +2,184 New
CAM
1188
Cozad Asset Management
Illinois
$403K +$51.4K +268 +14%
PPW
1189
Pasadena Private Wealth
California
$403K – – –
TC
1190
Trilogy Capital
California
$403K +$417K +2,176 New
CA
1191
Centerpoint Advisors
Massachusetts
$402K -$127K -661 -23%
HBWM
1192
Hollow Brook Wealth Management
New York
$402K – – –
SFP
1193
Strategic Financial Partners
Oregon
$400K – – –
PWM
1194
Power Wealth Management
Georgia
$400K – – –
CWP
1195
Capital Wealth Planning
Florida
$398K +$412K +2,150 New
CIC
1196
Carnegie Investment Counsel
Ohio
$397K -$8.25K -43 -2%
GC
1197
Gibson Capital
Pennsylvania
$397K – – –
CWG
1198
Cornerstone Wealth Group
North Carolina
$397K -$4.03K -21 -1%
MFS
1199
McNamara Financial Services
Massachusetts
$397K -$53.7K -280 -12%
PJWM
1200
Philip James Wealth Mangement
Georgia
$395K +$2.11K +11 +0.5%
46 47
48
49 50