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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
1201
Greatmark Investment Partners
Georgia
$227K – – –
ATC
1202
Adirondack Trust Company
New York
$227K +$122K +743 +119%
AC
1203
Abbrea Capital
California
$226K – – –
CC
1204
Chicago Capital
Illinois
$226K – – –
AF
1205
Apexium Financial
Texas
$224K – – –
MCA
1206
Millennium Capital Advisors
Arkansas
$223K – – –
CA
1207
CoreCap Advisors
Michigan
$223K -$18.2K -111 -8%
RCA
1208
Rex Capital Advisors
Rhode Island
$223K – – –
BCWM
1209
Bartlett & Co Wealth Management
Ohio
$222K +$10.7K +65 +5%
BC
1210
Bartlett & Co
Ohio
$222K +$10.7K +65 +5%
AC
1211
Apella Capital
Connecticut
$221K – – –
BAM
1212
Baldrige Asset Management
Pennsylvania
$221K – – –
GI
1213
Gradient Investments
Minnesota
$221K +$86.9K +529 +66%
LWM
1214
Liberty Wealth Management
California
$221K +$219K +1,331 New
BCA
1215
Bay Colony Advisors
Massachusetts
$220K +$6.41K +39 +3%
GD
1216
Grandfield & Dodd
New York
$220K +$223K +1,355 New
MG
1217
MilWealth Group
Wisconsin
$218K – – –
BCP
1218
Berkeley Capital Partners
Georgia
$218K +$216K +1,313 New
IWS
1219
Insight Wealth Strategies
California
$217K -$985 -6 -0.5%
FAM
1220
Formidable Asset Management
Ohio
$217K – – –
MAA
1221
Matrix Asset Advisors
New York
$217K +$215K +1,309 New
SSWM
1222
Smith Salley Wealth Management
North Carolina
$214K – – –
SAM
1223
S.A. Mason
Michigan
$212K – – –
HHGA
1224
Halbert Hargrove Global Advisors
California
$212K +$493 +3 +0.2%
SSW
1225
Stone Summit Wealth
Florida
$211K -$77.2K -470 -27%
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