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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1201
Abbrea Capital
California
$226K – – –
CC
1202
Chicago Capital
Illinois
$226K – – –
AF
1203
Apexium Financial
Texas
$224K – – –
MCA
1204
Millennium Capital Advisors
Arkansas
$223K – – –
CA
1205
CoreCap Advisors
Michigan
$223K -$18.2K -111 -8%
RCA
1206
Rex Capital Advisors
Rhode Island
$223K – – –
BCWM
1207
Bartlett & Co Wealth Management
Ohio
$222K +$10.7K +65 +5%
BC
1208
Bartlett & Co
Ohio
$222K +$10.7K +65 +5%
AC
1209
Apella Capital
Connecticut
$221K – – –
BAM
1210
Baldrige Asset Management
Pennsylvania
$221K – – –
GI
1211
Gradient Investments
Minnesota
$221K +$86.9K +529 +66%
LWM
1212
Liberty Wealth Management
California
$221K +$219K +1,331 New
BCA
1213
Bay Colony Advisors
Massachusetts
$220K +$6.41K +39 +3%
GD
1214
Grandfield & Dodd
New York
$220K +$223K +1,355 New
MG
1215
MilWealth Group
Wisconsin
$218K – – –
BCP
1216
Berkeley Capital Partners
Georgia
$218K +$216K +1,313 New
IWS
1217
Insight Wealth Strategies
California
$217K -$985 -6 -0.5%
FAM
1218
Formidable Asset Management
Ohio
$217K – – –
MAA
1219
Matrix Asset Advisors
New York
$217K +$215K +1,309 New
SSWM
1220
Smith Salley Wealth Management
North Carolina
$214K – – –
SAM
1221
S.A. Mason
Michigan
$212K – – –
HHGA
1222
Halbert Hargrove Global Advisors
California
$212K +$493 +3 +0.2%
SSW
1223
Stone Summit Wealth
Florida
$211K -$77.2K -470 -27%
CW
1224
Connectus Wealth
Ohio
$210K +$205K +1,248 New
ACI
1225
Alpha Cubed Investments
California
$209K -$8.7K -53 -4%
47 48
49
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