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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1226
Connectus Wealth
Ohio
$210K +$205K +1,248 New
ACI
1227
Alpha Cubed Investments
California
$209K -$8.7K -53 -4%
PCA
1228
Providence Capital Advisors
North Carolina
$207K -$17.6K -107 -8%
TSWM
1229
Tyler-Stone Wealth Management
Ohio
$206K -$32.8K -200 -14%
MPCG
1230
Matrix Private Capital Group
New York
$206K -$657 -4 -0.3%
LG
1231
LaFleur & Godfrey
Michigan
$205K +$203K +1,237 New
MDCM
1232
Morgan Dempsey Capital Management
Wisconsin
$204K -$101K -617 -33%
ISB
1233
Iowa State Bank
Iowa
$204K – – –
BIC
1234
Beach Investment Counsel
Pennsylvania
$203K – – –
MTIC
1235
Missouri Trust & Investment Company
Missouri
$203K – – –
FAP
1236
Financial Advisory Partners
Florida
$201K -$1.81K -11 -0.9%
DHFB
1237
Dixon Hubard Feinour & Brown
Virginia
$201K +$3.12K +19 +2%
CC
1238
Commons Capital
Massachusetts
$199K +$164 +1 +0.1%
BW
1239
Bison Wealth
Georgia
$195K +$19.4K +118 +11%
SMA
1240
Sage Mountain Advisors
Georgia
$191K +$14.1K +86 +8%
CCA
1241
Column Capital Advisors
Indiana
$187K – – –
NL
1242
NVWM LLC
Pennsylvania
$186K +$184K +1,120 New
NWM
1243
Nauset Wealth Management
Connecticut
$186K +$184K +1,122 New
CWM
1244
Cranbrook Wealth Management
Michigan
$185K – – –
BWP
1245
Baldwin Wealth Partners
Massachusetts
$184K – – –
WBC
1246
West Branch Capital
Massachusetts
$175K – – –
SCA
1247
Stonebridge Capital Advisors
Minnesota
$175K +$67.3K +410 +64%
PG
1248
Proffitt & Goodson
Tennessee
$171K – – –
HWMA
1249
Heritage Wealth Management (Arizona)
Arizona
$170K +$168K +1,025 New
HNWAG
1250
High Net Worth Advisory Group
Florida
$168K -$422K -2,567 -72%
48 49
50
51 52