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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1201
MilWealth Group
Wisconsin
$221K – – –
IWS
1202
Insight Wealth Strategies
California
$220K -$17.2K -105 -7%
ACI
1203
Alpha Cubed Investments
California
$220K – – –
BWM
1204
BCS Wealth Management
Tennessee
$219K – – –
TH
1205
TCTC Holdings
Texas
$219K +$214K +1,305 New
AIP
1206
ARS Investment Partners
New York
$218K – – –
DWM
1207
Destination Wealth Management
California
$218K – – –
SSWM
1208
Smith Salley Wealth Management
North Carolina
$216K -$2.95K -18 -1%
LWAM
1209
Legacy Wealth Asset Management
Minnesota
$216K +$211K +1,285 New
BCA
1210
Bay Colony Advisors
Massachusetts
$216K +$211K +1,289 New
BC
1211
Bartlett & Co
Ohio
$214K – – –
SAM
1212
S.A. Mason
Michigan
$214K – – –
HHGA
1213
Halbert Hargrove Global Advisors
California
$214K +$209K +1,276 New
BCWM
1214
Bartlett & Co Wealth Management
Ohio
$214K – – –
CWM
1215
Collaborative Wealth Management
Florida
$213K +$207K +1,266 New
BHA
1216
Beech Hill Advisors
New York
$211K +$205K +1,254 New
AA
1217
Addison Advisors
Vermont
$210K – – –
FFBTD
1218
First Financial Bank - Trust Division
Ohio
$210K +$205K +1,249 New
VST
1219
Van Strum & Towne
California
$210K +$205K +1,250 New
MPCG
1220
Matrix Private Capital Group
New York
$209K +$328 +2 +0.2%
RA
1221
Rodgers & Associates
Pennsylvania
$208K -$16.4K -100 -7%
SCM
1222
Stordahl Capital Management
Colorado
$208K +$203K +1,241 New
FM
1223
Foster & Motley
Ohio
$207K +$202K +1,230 New
ISB
1224
Iowa State Bank
Iowa
$207K +$202K +1,232 New
ETIA
1225
Epic Trust Investment Advisors
Washington
$206K +$201K +1,227 New
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