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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
1276
Strategic Family Wealth Counselors
New Jersey
$205K +$203K +1,353 New
RCA
1277
Rex Capital Advisors
Rhode Island
$204K +$201K +1,345 New
JCM
1278
Jacobi Capital Management
Pennsylvania
$203K +$200K +1,338 New
GCP
1279
Gill Capital Partners
Colorado
$202K +$200K +1,335 New
HWM
1280
Howard Wealth Management
Connecticut
$202K +$200K +1,335 New
SAM
1281
S.A. Mason
Michigan
$194K – – –
OCM
1282
Orion Capital Management
California
$191K +$188K +1,258 New
AA
1283
Addison Advisors
Vermont
$190K – – –
AP
1284
Atwood & Palmer
Missouri
$187K +$185K +1,234 New
TSWM
1285
Tyler-Stone Wealth Management
Ohio
$187K – – –
MTIC
1286
Missouri Trust & Investment Company
Missouri
$185K – – –
MPCG
1287
Matrix Private Capital Group
New York
$184K -$2.69K -18 -1%
ST
1288
Smithfield Trust
Pennsylvania
$179K – – –
BL
1289
Balentine LLC
Georgia
$175K +$140K +937 +438%
NL
1290
NKCFO LLC
Illinois
$174K +$172K +1,150 New
HNWAG
1291
High Net Worth Advisory Group
Florida
$173K +$29.5K +197 +21%
CCA
1292
Column Capital Advisors
Indiana
$170K -$1.05K -7 -0.6%
EK
1293
Evensky & Katz
Florida
$169K -$46.1K -308 -22%
HFS
1294
Hantz Financial Services
Michigan
$169K -$22K -147 -12%
BWP
1295
Baldwin Wealth Partners
Massachusetts
$168K – – –
3IP
1296
3Chopt Investment Partners
Virginia
$167K +$165K +1,104 New
BAM
1297
Baldrige Asset Management
Pennsylvania
$164K -$37.4K -250 -19%
POIA
1298
Pin Oak Investment Advisors
Texas
$164K – – –
LIA
1299
Luken Investment Analytics
Tennessee
$161K +$159K +1,065 New
WBC
1300
West Branch Capital
Massachusetts
$160K – – –
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