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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
1201
Roberts, Glore & Co
Illinois
$224K – – –
SIAS
1202
Summit Investment Advisory Services
Minnesota
$223K – – –
LNWWM
1203
Laird Norton Wetherby Wealth Management
California
$223K +$5.04K +33 +2%
BHA
1204
Beech Hill Advisors
New York
$222K – – –
FNBOMD
1205
First National Bank of Mount Dora
Florida
$221K – – –
CF
1206
Centaurus Financial
California
$221K -$39.4K -258 -16%
FWM
1207
FFT Wealth Management
Pennsylvania
$221K – – –
MWM
1208
MorganRosel Wealth Management
Colorado
$221K – – –
MFS
1209
Madrona Financial Services
Washington
$220K +$764 +5 +0.4%
SG
1210
Sharper & Granite
California
$220K – – –
GHAM
1211
Gilman Hill Asset Management
Connecticut
$219K +$212K +1,389 New
CFA
1212
Camarda Financial Advisors
Florida
$219K – – –
1WA
1213
180 Wealth Advisors
Washington
$218K – – –
ANBT
1214
American National Bank & Trust
Texas
$218K – – –
MYIA
1215
Mount Yale Investment Advisors
Colorado
$217K -$5.04K -33 -2%
NB
1216
NBT Bank
New York
$217K – – –
SFWC
1217
Strategic Family Wealth Counselors
New Jersey
$216K +$917 +6 +0.4%
SIMG
1218
Sonora Investment Management Group
Arizona
$215K – – –
SAM
1219
SignalPoint Asset Management
Missouri
$215K – – –
LWM
1220
Liberty Wealth Management
California
$214K +$153 +1 +0.1%
MHI
1221
Miller Howard Investments
New York
$213K -$2.14K -14 -1%
DI
1222
DFPG Investments
Utah
$212K +$201K +1,316 New
AC
1223
Abbrea Capital
California
$212K -$3.06K -20 -1%
PP
1224
Patten & Patten
Tennessee
$211K +$205K +1,338 New
TF
1225
Trek Financial
Arizona
$211K +$204K +1,334 New
47 48
49
50 51