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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1476
Crumly & Associates
Illinois
$296K – – –
TFM
1477
TFC Financial Management
Massachusetts
$294K +$77.7K +355 +35%
NB
1478
NBT Bank
New York
$294K – – –
TC
1479
Trilogy Capital
California
$292K +$36.6K +167 +14%
LA
1480
Layline Advisors
New York
$292K +$299K +1,366 New
OWA
1481
One Wealth Advisors
California
$291K -$1.99M -9,103 -87%
GBWM
1482
Granite Bay Wealth Management
New Hampshire
$291K – – –
MPW
1483
MASECO Private Wealth
$291K -$24.7K -113 -8%
VDC
1484
Van Diest Capital
Iowa
$290K +$4.38K +20 +1%
CM
1485
Cornerstone Management
Georgia
$290K – – –
MBTD
1486
Mechanics Bank - Trust Department
California
$290K -$9.2K -42 -3%
SFP
1487
Strategic Financial Partners
Oregon
$288K -$108K -493 -27%
CFP
1488
Catalyst Financial Partners
Massachusetts
$287K -$7.88K -36 -3%
PFA
1489
Pillar Financial Advisors
Kentucky
$286K – – –
SWM
1490
Stockman Wealth Management
Montana
$285K -$30.9K -141 -10%
EFP
1491
EnRich Financial Partners
Wisconsin
$285K -$1.09K -5 -0.4%
MFP
1492
Meridian Financial Partners
Virginia
$284K +$67.7K +309 +31%
HPC
1493
HM Payson & Co
Maine
$284K -$8.1K -37 -3%
PRAG
1494
Portfolio Resources Advisor Group
Florida
$284K -$73.1K -334 -20%
FAM
1495
Formidable Asset Management
Ohio
$283K -$17.3K -79 -6%
GAM
1496
Gemmer Asset Management
California
$283K -$13.8K -63 -5%
LSA
1497
Lansing Street Advisors
Pennsylvania
$282K +$1.09K +5 +0.4%
LWM
1498
Liberty Wealth Management
California
$282K -$28.5K -130 -9%
SA
1499
Sicart Associates
New York
$281K – – –
TWM
1500
Tanglewood Wealth Management
Texas
$281K – – –
58 59
60
61 62