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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1426
Patten & Patten
Tennessee
$235K +$190 +1 +0.1%
ERIC
1427
Eagle Rock Investment Company
Georgia
$233K +$236K +1,239 New
SWM
1428
Selective Wealth Management
Virginia
$233K – – –
WAG
1429
Windsor Advisory Group
Ohio
$233K – – –
AP
1430
Atwood & Palmer
Missouri
$232K – – –
CKAIS
1431
Christensen King & Associates Investment Services
Washington
$232K -$21.7K -114 -9%
TFS
1432
Thoroughbred Financial Services
Tennessee
$231K -$372K -1,953 -61%
BPFA
1433
Barnes Pettey Financial Advisors
Mississippi
$230K – – –
WSWA
1434
Warren Street Wealth Advisors
California
$230K +$233K +1,222 New
BB
1435
Berkshire Bank
Massachusetts
$228K – – –
AFP
1436
Alpha Financial Partners
Kentucky
$228K -$952 -5 -0.4%
NAMM
1437
NorthStar Asset Management (Massachusetts)
Massachusetts
$228K -$41.1K -216 -15%
LBC
1438
Leigh Baldwin & Co
New York
$228K +$2.29K +12 +1%
GWM
1439
Greenhouse Wealth Management
Connecticut
$227K -$2.29K -12 -1%
FRA
1440
Frank Rimerman Advisors
California
$227K -$99K -520 -30%
CC
1441
Commons Capital
Massachusetts
$227K +$381 +2 +0.2%
MTIC
1442
Missouri Trust & Investment Company
Missouri
$226K – – –
GWMR
1443
GC Wealth Management RIA
Massachusetts
$225K -$571 -3 -0.3%
PIM
1444
Penobscot Investment Management
Massachusetts
$225K +$228K +1,195 New
TF
1445
Trek Financial
Arizona
$223K – – –
SWC
1446
Spectrum Wealth Counsel
Indiana
$223K +$226K +1,187 New
RC
1447
Roundview Capital
New Jersey
$223K – – –
PRS
1448
Pinkerton Retirement Specialists
Idaho
$223K +$226K +1,185 New
4WM
1449
44 Wealth Management
Oregon
$223K +$226K +1,185 New
EGWAG
1450
Elwood & Goetz Wealth Advisory Group
Georgia
$223K +$225K +1,183 New
56 57
58
59 60