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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1201
Formidable Asset Management
Ohio
$222K – – –
KMWM
1202
Keudell/Morrison Wealth Management
Oregon
$221K +$216K +1,316 New
MG
1203
MilWealth Group
Wisconsin
$221K – – –
IWS
1204
Insight Wealth Strategies
California
$220K -$17.2K -105 -7%
ACI
1205
Alpha Cubed Investments
California
$220K – – –
BWM
1206
BCS Wealth Management
Tennessee
$219K – – –
TH
1207
TCTC Holdings
Texas
$219K +$214K +1,305 New
AIP
1208
ARS Investment Partners
New York
$218K – – –
DWM
1209
Destination Wealth Management
California
$218K – – –
SSWM
1210
Smith Salley Wealth Management
North Carolina
$216K -$2.95K -18 -1%
LWAM
1211
Legacy Wealth Asset Management
Minnesota
$216K +$211K +1,285 New
BCA
1212
Bay Colony Advisors
Massachusetts
$216K +$211K +1,289 New
BC
1213
Bartlett & Co
Ohio
$214K – – –
SAM
1214
S.A. Mason
Michigan
$214K – – –
HHGA
1215
Halbert Hargrove Global Advisors
California
$214K +$209K +1,276 New
BCWM
1216
Bartlett & Co Wealth Management
Ohio
$214K – – –
CWM
1217
Collaborative Wealth Management
Florida
$213K +$207K +1,266 New
BHA
1218
Beech Hill Advisors
New York
$211K +$205K +1,254 New
AA
1219
Addison Advisors
Vermont
$210K – – –
FFBTD
1220
First Financial Bank - Trust Division
Ohio
$210K +$205K +1,249 New
VST
1221
Van Strum & Towne
California
$210K +$205K +1,250 New
MPCG
1222
Matrix Private Capital Group
New York
$209K +$328 +2 +0.2%
RA
1223
Rodgers & Associates
Pennsylvania
$208K -$16.4K -100 -7%
SCM
1224
Stordahl Capital Management
Colorado
$208K +$203K +1,241 New
FM
1225
Foster & Motley
Ohio
$207K +$202K +1,230 New
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