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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1276
Jacobi Capital Management
Pennsylvania
$203K +$200K +1,338 New
GCP
1277
Gill Capital Partners
Colorado
$202K +$200K +1,335 New
HWM
1278
Howard Wealth Management
Connecticut
$202K +$200K +1,335 New
SAM
1279
S.A. Mason
Michigan
$194K – – –
OCM
1280
Orion Capital Management
California
$191K +$188K +1,258 New
AA
1281
Addison Advisors
Vermont
$190K – – –
AP
1282
Atwood & Palmer
Missouri
$187K +$185K +1,234 New
TSWM
1283
Tyler-Stone Wealth Management
Ohio
$187K – – –
MTIC
1284
Missouri Trust & Investment Company
Missouri
$185K – – –
MPCG
1285
Matrix Private Capital Group
New York
$184K -$2.69K -18 -1%
ST
1286
Smithfield Trust
Pennsylvania
$179K – – –
BL
1287
Balentine LLC
Georgia
$175K +$140K +937 +438%
NL
1288
NKCFO LLC
Illinois
$174K +$172K +1,150 New
HNWAG
1289
High Net Worth Advisory Group
Florida
$173K +$29.5K +197 +21%
CCA
1290
Column Capital Advisors
Indiana
$170K -$1.05K -7 -0.6%
EK
1291
Evensky & Katz
Florida
$169K -$46.1K -308 -22%
HFS
1292
Hantz Financial Services
Michigan
$169K -$22K -147 -12%
BWP
1293
Baldwin Wealth Partners
Massachusetts
$168K – – –
3IP
1294
3Chopt Investment Partners
Virginia
$167K +$165K +1,104 New
BAM
1295
Baldrige Asset Management
Pennsylvania
$164K -$37.4K -250 -19%
POIA
1296
Pin Oak Investment Advisors
Texas
$164K – – –
LIA
1297
Luken Investment Analytics
Tennessee
$161K +$159K +1,065 New
WBC
1298
West Branch Capital
Massachusetts
$160K – – –
HT
1299
Headlands Technologies
Illinois
$157K +$155K +1,035 New
PC
1300
Pecaut & Co
Iowa
$156K +$154K +1,028 New
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