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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
101
MV Capital Management
Maryland
$11.3M +$67.7K +646 +0.6%
GIA
102
GHP Investment Advisors
Colorado
$11.1M +$71.4K +681 +0.6%
AG
103
Appleton Group
Wisconsin
$10.9M +$181K +1,730 +2%
RCAG
104
Rehmann Capital Advisory Group
Michigan
$10.8M +$500K +4,764 +5%
SFA
105
Sequoia Financial Advisors
Ohio
$10.8M +$3.77M +35,952 +52%
MBT
106
Montecito Bank & Trust
California
$10.6M – – –
GW
107
GW & Wade
Massachusetts
$10.5M -$1.19M -11,374 -10%
SFM
108
Signet Financial Management
New Jersey
$10.4M -$723K -6,892 -6%
PFBT
109
Parkside Financial Bank & Trust
Missouri
$10.4M +$1.04M +9,873 +11%
JFGIW
110
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10.3M +$1.23M +11,703 +13%
1SB
111
1ST Source Bank
Indiana
$10.1M +$720K +6,863 +8%
BF
112
BOK Financial
Oklahoma
$10.1M -$3.7M -35,256 -26%
JIC
113
Johnson Investment Counsel
Ohio
$9.97M -$1.13M -10,758 -10%
TRCT
114
Tower Research Capital (TRC)
New York
$9.88M +$645K +6,153 +7%
CAL
115
Capital Advisors Ltd
Ohio
$9.87M +$9.23K +88 +0.1%
P
116
Pitcairn
Pennsylvania
$9.6M -$26.7K -255 -0.3%
GMA
117
Goldstein Munger & Associates
California
$9.37M -$138K -1,317 -1%
MIAN
118
Mariner Independent Advisor Network
Kansas
$9.21M +$1.84M +17,501 +24%
SWM
119
Segment Wealth Management
Texas
$9.13M +$360K +3,431 +4%
FMBTD
120
First Midwest Bank Trust Division
Illinois
$9.07M -$389K -3,707 -4%
PIM
121
Parasol Investment Management
Illinois
$8.97M -$492K -4,690 -5%
NYLIM
122
New York Life Investment Management
New York
$8.96M +$5.37M +51,181 +143%
F
123
FolioMetrix
Nebraska
$8.94M +$4.24M +40,402 +64%
ANTB
124
AMG National Trust Bank
Colorado
$8.92M +$26.6K +254 +0.3%
SMM
125
Stadion Money Management
Georgia
$8.88M -$799K -7,621 -8%
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5
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