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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1426
Angeles Investment Advisors
California
– -$98K -628 Closed
EWA
1427
Evolution Wealth Advisors
Florida
– -$92K -591 Closed
KIG
1428
Kowal Investment Group
Wisconsin
– -$78K -502 Closed
SC
1429
Solstein Capital
California
– -$78K -500 Closed
IF
1430
Ironwood Financial
Arizona
– -$70K -445 Closed
TF
1431
Tompkins Financial
New York
– -$67K -428 Closed
SFP
1432
Sterling Financial Planning
New Jersey
– -$58K -368 Closed
JCM
1433
Jacobi Capital Management
Pennsylvania
– -$57K -361 Closed
PWA
1434
Phoenix Wealth Advisors
North Carolina
– -$46K -297 Closed
LWP
1435
Lumature Wealth Partners
Georgia
– -$46K -296 Closed
JPLA
1436
Joseph P. Lucia & Associates
New York
– -$31K -200 Closed
APWA
1437
Atlas Private Wealth Advisors
New Jersey
– -$21K -135 Closed
CWA
1438
Clearview Wealth Advisors
Oregon
– -$20K -130 Closed
CPWM
1439
Cypress Point Wealth Management
Texas
– -$20K -126 Closed
DOA
1440
D'Orazio & Associates
Virginia
– -$17K -106 Closed
CICI
1441
Capital Investment Counsel Inc
North Carolina
– -$16K -100 Closed
RIA
1442
RPG Investment Advisory
California
– -$16K -100 Closed
AL
1443
ADE LLC
Maryland
– -$14K -88 Closed
LDFR
1444
Lehman & Derafelo Financial Resources
Pennsylvania
– -$11K -69 Closed
BCMIO
1445
Beacon Capital Management Inc (Ohio)
Ohio
– -$1K -8 Closed
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