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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
1226
Tortoise Investment Management
New York
$546K – – –
BCMLT
1227
Beacon Capital Management LLC (Tennessee)
Tennessee
$545K +$41.7K +179 +9%
MFS
1228
McNamara Financial Services
Massachusetts
$544K – – –
RWMH
1229
Riverpoint Wealth Management Holdings
Illinois
$543K +$94.8K +407 +22%
AIA
1230
AssuredPartners Investment Advisors
Florida
$539K +$28K +120 +6%
HCM
1231
Hollencrest Capital Management
California
$538K – – –
WI
1232
WrapManager Inc
California
$538K – – –
SLG
1233
Stanley-Laman Group
Pennsylvania
$537K – – –
MAS
1234
Meeder Advisory Services
Ohio
$537K +$67.8K +291 +15%
CF
1235
Clarity Financial
Texas
$536K – – –
TI
1236
Truepoint Inc
Ohio
$535K – – –
MSA
1237
Marino Stram & Associates
Massachusetts
$533K -$9.32K -40 -2%
RDFA
1238
Ritter Daniher Financial Advisory
Ohio
$532K -$3.26K -14 -0.6%
EIP
1239
Essential Investment Partners
Colorado
$532K – – –
SWM
1240
SeaCrest Wealth Management
New York
$531K -$192K -823 -27%
TWP
1241
Triad Wealth Partners
Kansas
$530K – – –
TCM
1242
Towercrest Capital Management
Pennsylvania
$530K -$11.6K -50 -2%
RWM
1243
Rockwood Wealth Management
Pennsylvania
$529K – – –
TSWM
1244
Triangle Securities Wealth Management
North Carolina
$528K -$466 -2 -0.1%
TW
1245
TritonPoint Wealth
Maryland
$528K – – –
VCM
1246
Versant Capital Management
Arizona
$527K +$23.8K +102 +5%
HBWM
1247
Hollow Brook Wealth Management
New York
$526K – – –
JGIA
1248
Jackson Grant Investment Advisers
Connecticut
$526K – – –
SIC
1249
Salem Investment Counselors
North Carolina
$524K – – –
PCTC
1250
Perkins Coie Trust Company
Washington
$524K – – –
48 49
50
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