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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1326
IBEX Wealth Advisors
New Jersey
$303K +$314K +1,639 New
TWP
1327
Total Wealth Planning
Ohio
$303K – – –
DWA
1328
Delap Wealth Advisory
Oregon
$302K +$312K +1,629 New
MBTD
1329
Mechanics Bank - Trust Department
California
$301K – – –
BWM
1330
BCGM Wealth Management
Indiana
$301K -$12.3K -64 -4%
MPCG
1331
Matrix Private Capital Group
New York
$300K +$4.41K +23 +1%
PWP
1332
Principle Wealth Partners
Connecticut
$300K – – –
EL
1333
EWA LLC
Pennsylvania
$300K +$1.73K +9 +0.6%
PA
1334
Persium Advisors
Georgia
$295K +$305K +1,592 New
GBWM
1335
Granite Bay Wealth Management
New Hampshire
$294K +$304K +1,586 New
PFA
1336
Pillar Financial Advisors
Kentucky
$294K +$304K +1,587 New
BEAM
1337
Baker Ellis Asset Management
Washington
$294K – – –
EPM
1338
Elm Partners Management
Pennsylvania
$293K -$7.67K -40 -2%
YIH
1339
Y-Intercept (HK)
Hong Kong
$293K +$303K +1,581 New
RRWA
1340
Rainey & Randall Wealth Advisors
Florida
$292K +$384 +2 +0.1%
TC
1341
Trust Company
Kansas
$292K – – –
ODG
1342
O'Dell Group
Ohio
$292K +$57K +297 +23%
MWM
1343
MorganRosel Wealth Management
Colorado
$292K – – –
SWM
1344
Stockman Wealth Management
Montana
$292K – – –
NAS
1345
NWF Advisory Services
California
$291K -$19.2K -100 -6%
JPWM
1346
Jamison Private Wealth Management
Georgia
$291K – – –
KWA
1347
Kingswood Wealth Advisors
California
$291K -$213K -1,112 -41%
FWIA
1348
Fort Washington Investment Advisors
Ohio
$291K -$125K -650 -29%
BTWM
1349
Baker Tilly Wealth Management
Wisconsin
$290K +$301K +1,567 New
BFWM
1350
Bright Futures Wealth Management
New York
$289K +$5.75K +30 +2%
52 53
54
55 56