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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
101
Holt-Smith Advisors
Wisconsin
$9.61M +$9.56M +114,738 New
GIA
102
GHP Investment Advisors
Colorado
$9.11M +$9.06M +108,724 New
1GA
103
1st Global Advisors
Texas
$9.05M +$9M +108,005 New
AG
104
Appleton Group
Wisconsin
$9.05M +$9M +107,987 New
FBT
105
Founders Bank & Trust
Michigan
$8.81M +$8.76M +105,200 New
UCFA
106
United Capital Financial Advisors
Texas
$8.79M +$8.74M +104,853 New
GMA
107
Goldstein Munger & Associates
California
$8.64M +$8.59M +103,149 New
MFP
108
Mosaic Financial Partners
California
$8.6M +$8.55M +102,623 New
HighTower Advisors
109
HighTower Advisors
Illinois
$8.48M +$8.43M +101,233 New
HFS
110
HL Financial Services
Kentucky
$7.81M +$7.76M +93,183 New
BlackRock
111
BlackRock
New York
$7.71M +$7.67M +92,037 New
V
112
Veritable
Delaware
$7.69M +$7.65M +91,808 New
QLMGAA
113
QS Legg Mason Global Asset Allocation
New York
$7.67M +$7.63M +91,593 New
GT
114
Glenmede Trust
Pennsylvania
$7.43M +$7.39M +88,653 New
MBT
115
Montecito Bank & Trust
California
$7.04M +$7M +84,080 New
Invesco
116
Invesco
Georgia
$6.87M +$6.83M +82,042 New
JIC
117
Johnson Investment Counsel
Ohio
$6.82M +$6.79M +81,453 New
FNBOO
118
First National Bank of Omaha
Nebraska
$6.75M +$6.71M +80,533 New
AL
119
Aspiriant LLC
California
$6M +$5.96M +71,578 New
American Century Companies
120
American Century Companies
Missouri
$5.89M +$5.85M +70,258 New
SMM
121
Stadion Money Management
Georgia
$5.71M +$5.68M +68,137 New
SP
122
Stairway Partners
Illinois
$5.55M +$5.52M +66,273 New
SWM
123
Segment Wealth Management
Texas
$5.55M +$5.52M +66,230 New
TIM
124
Telemus Investment Management
Michigan
$5.24M +$5.2M +62,475 New
Axa
125
Axa
France
$5.22M +$5.19M +62,315 New
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