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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1451
Gerber Kawasaki Wealth & Investment Management
California
– -$250K -1,126 Closed
MFT
1452
Moisand Fitzgerald Tamayo
Florida
– -$158K -943 Closed
TCOV
1453
Trust Company of Vermont
Vermont
– -$105K -625 Closed
TCM
1454
TD Capital Management
Tennessee
– -$76K -454 Closed
SFPG
1455
Stonebridge Financial Planning Group
Florida
– -$63K -391 Closed
UFF
1456
USA Financial Formulas
Michigan
– -$56K -335 Closed
CSWM
1457
Cassady Schiller Wealth Management
Ohio
– -$47K -280 Closed
ACM
1458
Absolute Capital Management
Pennsylvania
– -$43.7K -260 Closed
BAM
1459
Barrett Asset Management
New York
– -$40K -241 Closed
CCM
1460
Chilton Capital Management
Texas
– -$40K -240 Closed
Federated Hermes
1461
Federated Hermes
Pennsylvania
– -$37K -222 Closed
AIP
1462
Ahrens Investment Partners
Louisiana
– -$36K -212 Closed
HNWA
1463
Henrickson Nauta Wealth Advisors
Michigan
– -$29K -178 Closed
RCM
1464
Regency Capital Management
Hawaii
– -$30K -177 Closed
CP
1465
Corbenic Partners
Pennsylvania
– -$28K -169 Closed
RK
1466
Rather & Kittrell
Tennessee
– -$28K -168 Closed
DAM
1467
Delta Asset Management
Tennessee
– -$27K -160 Closed
HCM
1468
Hillman Capital Management
Maryland
– -$26K -154 Closed
HI
1469
Hudock Inc
Pennsylvania
– -$25K -151 Closed
LFG
1470
Leverty Financial Group
Wisconsin
– -$21K -126 Closed
TC
1471
TAP Consulting
Missouri
– -$14K -85 Closed
AIM
1472
AHL Investment Management
Florida
– -$14K -81 Closed
GIP
1473
Granite Investment Partners
California
– -$5K -29 Closed
ONST
1474
Old North State Trust
North Carolina
– -$3K -19 Closed
PAIM
1475
Punch & Associates Investment Management
Minnesota
– -$2K -12 Closed
56 57 58
59
60