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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
1226
Black Diamond Financial
Maryland
$551K -$15.8K -68 -3%
PIA
1227
Petredis Investment Advisors
Pennsylvania
$550K – – –
TCM
1228
Tandem Capital Management
New Jersey
$549K +$282K +1,209 +115%
AWP
1229
Accretive Wealth Partners
New Jersey
$548K +$17.7K +76 +3%
CF
1230
Convergence Financial
Missouri
$547K +$247K +1,062 +89%
TIM
1231
Tortoise Investment Management
New York
$546K – – –
BCMLT
1232
Beacon Capital Management LLC (Tennessee)
Tennessee
$545K +$41.7K +179 +9%
MFS
1233
McNamara Financial Services
Massachusetts
$544K – – –
RWMH
1234
Riverpoint Wealth Management Holdings
Illinois
$543K +$94.8K +407 +22%
AIA
1235
AssuredPartners Investment Advisors
Florida
$539K +$28K +120 +6%
HCM
1236
Hollencrest Capital Management
California
$538K – – –
WI
1237
WrapManager Inc
California
$538K – – –
SLG
1238
Stanley-Laman Group
Pennsylvania
$537K – – –
MAS
1239
Meeder Advisory Services
Ohio
$537K +$67.8K +291 +15%
CF
1240
Clarity Financial
Texas
$536K – – –
TI
1241
Truepoint Inc
Ohio
$535K – – –
MSA
1242
Marino Stram & Associates
Massachusetts
$533K -$9.32K -40 -2%
RDFA
1243
Ritter Daniher Financial Advisory
Ohio
$532K -$3.26K -14 -0.6%
EIP
1244
Essential Investment Partners
Colorado
$532K – – –
SWM
1245
SeaCrest Wealth Management
New York
$531K -$192K -823 -27%
TWP
1246
Triad Wealth Partners
Kansas
$530K – – –
TCM
1247
Towercrest Capital Management
Pennsylvania
$530K -$11.6K -50 -2%
RWM
1248
Rockwood Wealth Management
Pennsylvania
$529K – – –
TSWM
1249
Triangle Securities Wealth Management
North Carolina
$528K -$466 -2 -0.1%
TW
1250
TritonPoint Wealth
Maryland
$528K – – –
48 49
50
51 52