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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LIG
1301
Lokken Investment Group
Delaware
$249K – – –
BOH
1302
Bank of Hawaii
Hawaii
$249K -$24.6K -135 -9%
RLIM
1303
Red Lighthouse Investment Management
New York
$248K – – –
MLL
1304
Moody Lynn & Lieberson
Massachusetts
$247K +$237K +1,300 New
GKWIM
1305
Gerber Kawasaki Wealth & Investment Management
California
$247K +$729 +4 +0.3%
GWM
1306
GSB Wealth Management
Connecticut
$247K +$182 +1 +0.1%
CCMG
1307
Clark Capital Management Group
Pennsylvania
$245K +$235K +1,290 New
IAA
1308
Independent Advisor Alliance
North Carolina
$244K -$14.6K -80 -6%
ODG
1309
O'Dell Group
Ohio
$243K -$31.9K -175 -12%
SAM
1310
S.A. Mason
Michigan
$242K – – –
OCM
1311
Orion Capital Management
California
$242K +$2.92K +16 +1%
RCM
1312
RMR Capital Management
California
$242K – – –
GIP
1313
Greatmark Investment Partners
Georgia
$241K – – –
FBB
1314
Fulton Breakefield Broenniman
Maryland
$240K -$4.55K -25 -2%
DAS
1315
Diversify Advisory Services
Utah
$240K -$13.8K -76 -6%
LA
1316
LPF Advisors
Florida
$240K – – –
HWM
1317
Howard Wealth Management
Connecticut
$240K -$4.37K -24 -2%
KWM
1318
Keebeck Wealth Management
Illinois
$237K -$175K -963 -44%
AA
1319
Addison Advisors
Vermont
$237K – – –
NCFG
1320
New Century Financial Group
New Jersey
$237K +$228K +1,249 New
RSWM
1321
Robertson Stephens Wealth Management
California
$237K +$227K +1,248 New
POIA
1322
Pin Oak Investment Advisors
Texas
$236K -$13.8K -76 -6%
AP
1323
Atwood & Palmer
Missouri
$234K – – –
FWA
1324
FSM Wealth Advisors
Ohio
$234K +$364 +2 +0.2%
GWM
1325
Greenhouse Wealth Management
Connecticut
$233K -$36.8K -202 -14%
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