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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1226
Parsons Capital Management
Rhode Island
$488K -$2.07K -10 -0.4%
AA
1227
Aufman Associates
Pennsylvania
$486K – – –
KA
1228
Kovack Advisors
Florida
$486K +$477K +2,309 New
HFS
1229
Heritage Financial Services
Massachusetts
$485K – – –
SW
1230
SVB Wealth
Massachusetts
$485K – – –
TWM
1231
Tortuga Wealth Management
California
$483K +$475K +2,299 New
AIP
1232
Alexis Investment Partners
Texas
$480K -$16.7K -81 -3%
FC
1233
Fusion Capital
South Carolina
$480K +$1.24K +6 +0.3%
LCAM
1234
London & Capital Asset Management
United Kingdom
$479K +$471K +2,279 New
CFG
1235
Clayton Financial Group
Missouri
$478K +$442K +2,138 +1,608%
PIA
1236
Petredis Investment Advisors
Pennsylvania
$477K – – –
LSPW
1237
Lake Street Private Wealth
Illinois
$476K -$3.31K -16 -0.7%
TIM
1238
Tortoise Investment Management
New York
$473K – – –
MSA
1239
Marino Stram & Associates
Massachusetts
$471K -$205K -993 -31%
PW
1240
PUREfi Wealth
Massachusetts
$471K -$71.3K -345 -13%
TCM
1241
Towercrest Capital Management
Pennsylvania
$470K – – –
PTP
1242
Platform Technology Partners
New York
$470K +$207 +1 +0%
SLG
1243
Stanley-Laman Group
Pennsylvania
$468K -$77K -373 -14%
HCM
1244
Hollencrest Capital Management
California
$467K – – –
WI
1245
WrapManager Inc
California
$467K – – –
TI
1246
Truepoint Inc
Ohio
$466K – – –
CCFM
1247
Clear Creek Financial Management
Washington
$466K -$620 -3 -0.1%
CF
1248
Clarity Financial
Texas
$465K – – –
EIP
1249
Essential Investment Partners
Colorado
$462K +$453K +2,195 New
RDFA
1250
Ritter Daniher Financial Advisory
Ohio
$462K +$16.1K +78 +4%
48 49
50
51 52