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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
1226
Jamison Private Wealth Management
Georgia
$367K +$58.7K +317 +20%
PCM
1227
Poehling Capital Management
Wisconsin
$367K – – –
FA
1228
Fountainhead AM
New Jersey
$367K -$23.9K -129 -6%
DCM
1229
DGS Capital Management
New Jersey
$366K -$29.8K -161 -8%
GEA
1230
Glen Eagle Advisors
New Jersey
$365K – – –
BCA
1231
Bay Capital Advisors
Virginia
$363K -$2.22K -12 -0.6%
PAI
1232
Pittenger & Anderson Inc
Nebraska
$363K – – –
AIP
1233
Ameritas Investment Partners
Nebraska
$363K +$36.7K +198 +12%
IIM
1234
Ironwood Investment Management
Massachusetts
$363K – – –
PB
1235
Pinnacle Bancorp
Nebraska
$362K – – –
AIA
1236
AssuredPartners Investment Advisors
Florida
$361K -$45K -243 -12%
SPP
1237
Single Point Partners
Massachusetts
$360K -$2.04K -11 -0.6%
WT
1238
Washington Trust
Rhode Island
$360K -$3.7K -20 -1%
LWM
1239
LJI Wealth Management
Indiana
$359K – – –
PPW
1240
PACK Private Wealth
Minnesota
$358K – – –
SWP
1241
ShoreHaven Wealth Partners
New Jersey
$357K – – –
MW
1242
MBL Wealth
North Carolina
$356K – – –
PJWM
1243
Philip James Wealth Mangement
Georgia
$353K +$1.48K +8 +0.4%
RMDI
1244
R.M. Davis Inc
Maine
$353K +$2.41K +13 +0.7%
PGA
1245
Portland Global Advisors
Maine
$352K +$335K +1,811 New
CCG
1246
Cypress Capital Group
Florida
$351K – – –
GKIM
1247
GW&K Investment Management
Massachusetts
$350K – – –
RG
1248
Rathbones Group
United Kingdom
$349K +$9.63K +52 +3%
ME
1249
McIlrath & Eck
Washington
$349K +$370 +2 +0.1%
TWM
1250
Tanager Wealth Management
United Kingdom
$348K – – –
48 49
50
51 52