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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1476
St. Clair Advisors
Ohio
– -$286K -1,885 Closed
EP
1477
Eudaimonia Partners
Tennessee
– -$285K -1,878 Closed
EIP
1478
Easterly Investment Partners
Massachusetts
– -$281K -1,851 Closed
PFWA
1479
Paces Ferry Wealth Advisors
Georgia
– -$278K -1,832 Closed
DIA
1480
Davidson Investment Advisors
Montana
– -$271K -1,787 Closed
KCM
1481
Kathmere Capital Management
Pennsylvania
– -$261K -1,724 Closed
EFG
1482
Ethos Financial Group
Pennsylvania
– -$261K -1,720 Closed
BFA
1483
Bragg Financial Advisors
North Carolina
– -$255K -1,682 Closed
CSIC
1484
Clifford Swan Investment Counsel
California
– -$255K -1,679 Closed
HT
1485
HighTower Trust
Texas
– -$251K -1,672 Closed
WA
1486
Wambolt & Associates
Colorado
– -$250K -1,648 Closed
GC
1487
GFG Capital
Florida
– -$234K -1,545 Closed
VFIC
1488
Valley Forge Investment Consultants
Pennsylvania
– -$231K -1,523 Closed
GKWIM
1489
Gerber Kawasaki Wealth & Investment Management
California
– -$230K -1,519 Closed
PCI
1490
Planning Center Inc
Illinois
– -$222K -1,463 Closed
BCP
1491
Berkeley Capital Partners
Georgia
– -$221K -1,457 Closed
EA
1492
Eudaimonia Advisors
Tennessee
– -$218K -1,440 Closed
CW
1493
CIC Wealth
Maryland
– -$218K -1,435 Closed
TI
1494
Trexquant Investment
Connecticut
– -$215K -1,421 Closed
HCM
1495
Hengehold Capital Management
Ohio
– -$212K -1,401 Closed
RRAM
1496
River Road Asset Management
Kentucky
– -$212K -1,401 Closed
CPC
1497
Consolidated Planning Corp
Georgia
– -$212K -1,399 Closed
MCA
1498
Magnolia Capital Advisors
Mississippi
– -$209K -1,376 Closed
PWP
1499
Perfromance Wealth Partners
Illinois
– -$205K -1,354 Closed
GCP
1500
Gill Capital Partners
Colorado
– -$202K -1,335 Closed
58 59
60
61 62