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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1201
RPG Investment Advisory
California
$16K – – –
FMP
1202
Financial Management Professionals
Texas
$15K +$15.4K +96 New
AL
1203
ADE LLC
Maryland
$14K -$29.5K -184 -68%
LWANC
1204
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K – – –
MWC
1205
MBM Wealth Consultants
Missouri
$13K – – –
PA
1206
PSI Advisors
Florida
$13K +$13K +81 New
LDFR
1207
Lehman & Derafelo Financial Resources
Pennsylvania
$11K – – –
BA
1208
Ballast Advisors
Minnesota
$10K – – –
EWM
1209
Endurance Wealth Management
Rhode Island
$9K – – –
IFAM
1210
Institutional & Family Asset Management
Colorado
$8K – – –
AWM
1211
Atticus Wealth Management
Florida
$7K – – –
CAL
1212
Capital Analysts LLC
Pennsylvania
$7K – – –
CA
1213
Crewe Advisors
Utah
$6K – – –
TVWM
1214
Tower View Wealth Management
Wisconsin
$6K – – –
GIP
1215
Granite Investment Partners
California
$5K – – –
BIA
1216
Bell Investment Advisors
California
$5K +$5.45K +34 New
CFN
1217
Cordasco Financial Network
Florida
$4K – – –
IHWM
1218
Iron Horse Wealth Management
Iowa
$4K – – –
TCM
1219
Tradewinds Capital Management
Washington
$4K – – –
CA
1220
Centerpoint Advisors
Massachusetts
$4K +$4.17K +26 New
TFA
1221
Toth Financial Advisory
Virginia
$3K – – –
CWP
1222
Concord Wealth Partners
Virginia
$2K – – –
PCFFS
1223
Pacific Center for Financial Services
California
$2K – – –
GKWIM
1224
Gerber Kawasaki Wealth & Investment Management
California
$2K +$321 +2 New
PAIM
1225
Punch & Associates Investment Management
Minnesota
$2K +$1.92K +12 New
47 48
49
50 51