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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1326
Ballast Advisors
Minnesota
$9K – – –
IF
1327
Integrity Financial
Wyoming
$9K – – –
EWM
1328
Endurance Wealth Management
Rhode Island
$8K – – –
GG
1329
Gleason Group
Kentucky
$8K +$8.45K +54 New
CAL
1330
Capital Analysts LLC
Pennsylvania
$6K – – –
TVWM
1331
Tower View Wealth Management
Wisconsin
$6K – – –
CA
1332
Crewe Advisors
Utah
$5K – – –
FCT
1333
First Community Trust
Iowa
$5K – – –
HWM
1334
Horizons Wealth Management
North Carolina
$5K +$5.32K +34 New
CA
1335
Centerpoint Advisors
Massachusetts
$4K – – –
NF
1336
Norwood Financial
Pennsylvania
$4K – – –
CFN
1337
Cordasco Financial Network
Florida
$4K +$156 +1 +4%
GIP
1338
Granite Investment Partners
California
$4K +$4.54K +29 New
IHWM
1339
Iron Horse Wealth Management
Iowa
$3K – – –
LPP
1340
Life Planning Partners
Florida
$3K – – –
TFA
1341
Toth Financial Advisory
Virginia
$3K – – –
ACK
1342
Andrew C. Karlinski
$2K – – –
PCFFS
1343
Pacific Center for Financial Services
California
$2K – – –
SIS
1344
Sound Income Strategies
Florida
$2K +$469 +3 +38%
AFS
1345
Annapolis Financial Services
Maryland
$1K – – –
TFA
1346
Transamerica Financial Advisors
Florida
$1K +$156 +1 New
CMP
1347
Coston McIsaac & Partners
Maine
$1K +$1.25K +8 New
WIM
1348
Westside Investment Management
California
$57 – – –
FM
1349
Forward Management
California
– -$118M -711,619 Closed
BAM
1350
Broadmark Asset Management
California
– -$48.9M -294,722 Closed
52 53
54
55 56