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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
$481K – – –
MFS
1227
McNamara Financial Services
Massachusetts
$480K -$25.2K -115 -5%
MSA
1228
Marino Stram & Associates
Massachusetts
$479K +$438 +2 +0.1%
TCM
1229
Towercrest Capital Management
Pennsylvania
$477K – – –
IAN
1230
Integrated Advisors Network
Texas
$476K -$212K -968 -30%
HCM
1231
Hollencrest Capital Management
California
$475K – – –
WI
1232
WrapManager Inc
California
$474K – – –
SLG
1233
Stanley-Laman Group
Pennsylvania
$473K -$1.53K -7 -0.3%
RDFA
1234
Ritter Daniher Financial Advisory
Ohio
$472K +$3.07K +14 +0.6%
CF
1235
Clarity Financial
Texas
$472K – – –
TI
1236
Truepoint Inc
Ohio
$472K -$1.53K -7 -0.3%
BIAS
1237
Beacon Investment Advisory Services
New Jersey
$471K -$4.81M -21,976 -91%
EIP
1238
Essential Investment Partners
Colorado
$469K – – –
WEG
1239
World Equity Group
Illinois
$468K +$7.23K +33 +2%
AWP
1240
Accretive Wealth Partners
New Jersey
$466K +$4.82K +22 +1%
RWM
1241
Rockwood Wealth Management
Pennsylvania
$466K – – –
TSWM
1242
Triangle Securities Wealth Management
North Carolina
$465K +$30K +137 +7%
TW
1243
TritonPoint Wealth
Maryland
$465K +$183K +836 +62%
CA
1244
Centerpoint Advisors
Massachusetts
$464K – – –
HBWM
1245
Hollow Brook Wealth Management
New York
$464K – – –
JGIA
1246
Jackson Grant Investment Advisers
Connecticut
$463K – – –
SIC
1247
Salem Investment Counselors
North Carolina
$462K -$5.47K -25 -1%
PCTC
1248
Perkins Coie Trust Company
Washington
$462K – – –
SHFA
1249
SC&H Financial Advisors
Maryland
$460K +$1.31K +6 +0.3%
GC
1250
Gibson Capital
Pennsylvania
$459K – – –
48 49
50
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