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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
1201
Wells Trecaso Financial Group
Ohio
$371K – – –
GPW
1202
Gray Private Wealth
Massachusetts
$371K – – –
PEA
1203
Park Edge Advisors
Ohio
$370K -$2.06M -10,842 -85%
HPIA
1204
Hamilton Point Investment Advisors
North Carolina
$370K – – –
CAM
1205
Cozad Asset Management
Illinois
$369K -$41.3K -217 -10%
YIH
1206
Y-Intercept (HK)
Hong Kong
$368K +$71.8K +377 +24%
CCA
1207
Cobblestone Capital Advisors
New York
$368K -$13.3K -70 -3%
MWM
1208
Mascagni Wealth Management
Mississippi
$368K – – –
CAM
1209
Campion Asset Management
Virginia
$366K -$9.52K -50 -3%
AFM
1210
Armstrong Fleming & Moore
District of Columbia
$365K +$369K +1,940 New
RT
1211
Rockland Trust
Massachusetts
$365K – – –
MCA
1212
MSH Capital Advisors
Arizona
$364K -$24.9K -131 -6%
CCP
1213
Cassia Capital Partners
North Carolina
$364K – – –
CIC
1214
Carnegie Investment Counsel
Ohio
$363K – – –
NC
1215
NovaPoint Capital
Georgia
$363K – – –
MP
1216
McDonald Partners
Ohio
$360K – – –
SF
1217
Safeguard Financial
Wisconsin
$360K -$1.33K -7 -0.4%
HIS
1218
Horizon Investment Services
Indiana
$360K -$3.81K -20 -1%
AWA
1219
Arbor Wealth Advisors
Michigan
$359K – – –
BCMLT
1220
Beacon Capital Management LLC (Tennessee)
Tennessee
$359K +$1.52K +8 +0.4%
IWM
1221
Integris Wealth Management
California
$358K – – –
JAG
1222
Journey Advisory Group
Kentucky
$357K +$381 +2 +0.1%
PCM
1223
Poehling Capital Management
Wisconsin
$355K – – –
ARC
1224
Advisor Resource Council
Texas
$354K +$458K +2,404 New
BCA
1225
Bay Capital Advisors
Virginia
$354K -$19.8K -104 -5%
47 48
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50 51