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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1251
Orion Capital Management
California
$191K +$200K +1,258 New
AA
1252
Addison Advisors
Vermont
$190K – – –
USB
1253
Union Savings Bank
Connecticut
$188K – – –
AP
1254
Atwood & Palmer
Missouri
$187K – – –
MTIC
1255
Missouri Trust & Investment Company
Missouri
$186K – – –
MDCM
1256
Morgan Dempsey Capital Management
Wisconsin
$181K -$255K -1,607 -57%
RIA
1257
Realta Investment Advisors
Delaware
$176K – – –
EDRH
1258
Edmond de Rothschild Holding
Switzerland
$174K -$92.5K -583 -34%
CCA
1259
Column Capital Advisors
Indiana
$170K – – –
EK
1260
Evensky & Katz
Florida
$169K – – –
AWM
1261
Abound Wealth Management
Tennessee
$169K +$43.6K +275 +33%
BWP
1262
Baldwin Wealth Partners
Massachusetts
$168K – – –
TSWM
1263
Tyler-Stone Wealth Management
Ohio
$162K – – –
AAG
1264
Armstrong Advisory Group
Massachusetts
$162K -$32.8K -207 -16%
LIA
1265
Luken Investment Analytics
Tennessee
$161K – – –
WBC
1266
West Branch Capital
Massachusetts
$160K – – –
CSB
1267
City State Bank
Iowa
$157K -$21.3K -134 -11%
PC
1268
Pecaut & Co
Iowa
$157K – – –
ACA
1269
Atlas Capital Advisors
Wyoming
$156K -$152K -956 -48%
IPW
1270
Impact Partnership Wealth
Georgia
$152K +$138K +870 +654%
CA
1271
Crewe Advisors
Utah
$151K +$6.66K +42 +4%
FCMT
1272
Founders Capital Management (Texas)
Texas
$149K -$146K -920 -48%
TFM
1273
TFC Financial Management
Massachusetts
$149K – – –
RF
1274
Robinswood Financial
Washington
$148K +$104K +653 +204%
CFD
1275
Creative Financial Designs
Indiana
$146K – – –
49 50
51
52 53