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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RLIM
1301
Red Lighthouse Investment Management
New York
$248K – – –
MLL
1302
Moody Lynn & Lieberson
Massachusetts
$247K +$237K +1,300 New
GKWIM
1303
Gerber Kawasaki Wealth & Investment Management
California
$247K +$729 +4 +0.3%
GWM
1304
GSB Wealth Management
Connecticut
$247K +$182 +1 +0.1%
CCMG
1305
Clark Capital Management Group
Pennsylvania
$245K +$235K +1,290 New
IAA
1306
Independent Advisor Alliance
North Carolina
$244K -$14.6K -80 -6%
ODG
1307
O'Dell Group
Ohio
$243K -$31.9K -175 -12%
SAM
1308
S.A. Mason
Michigan
$242K – – –
OCM
1309
Orion Capital Management
California
$242K +$2.92K +16 +1%
RCM
1310
RMR Capital Management
California
$242K – – –
GIP
1311
Greatmark Investment Partners
Georgia
$241K – – –
FBB
1312
Fulton Breakefield Broenniman
Maryland
$240K -$4.55K -25 -2%
DAS
1313
Diversify Advisory Services
Utah
$240K -$13.8K -76 -6%
LA
1314
LPF Advisors
Florida
$240K – – –
HWM
1315
Howard Wealth Management
Connecticut
$240K -$4.37K -24 -2%
KWM
1316
Keebeck Wealth Management
Illinois
$237K -$175K -963 -44%
AA
1317
Addison Advisors
Vermont
$237K – – –
NCFG
1318
New Century Financial Group
New Jersey
$237K +$228K +1,249 New
RSWM
1319
Robertson Stephens Wealth Management
California
$237K +$227K +1,248 New
POIA
1320
Pin Oak Investment Advisors
Texas
$236K -$13.8K -76 -6%
AP
1321
Atwood & Palmer
Missouri
$234K – – –
FWA
1322
FSM Wealth Advisors
Ohio
$234K +$364 +2 +0.2%
GWM
1323
Greenhouse Wealth Management
Connecticut
$233K -$36.8K -202 -14%
TFS
1324
Thoroughbred Financial Services
Tennessee
$233K -$893K -4,900 -80%
RW
1325
REDW Wealth
New Mexico
$233K +$182 +1 +0.1%
51 52
53
54 55