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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
1501
Vaughan David Investments
Illinois
$216K – – –
TWM
1502
Tanglewood Wealth Management
Texas
$215K – – –
AFM
1503
Armstrong Fleming & Moore
District of Columbia
$215K +$210K +1,057 New
CPG
1504
Cornerstone Planning Group
New Jersey
$215K +$171K +861 +446%
BIG
1505
Builder Investment Group
Georgia
$215K – – –
TCM
1506
Tandem Capital Management
New Jersey
$215K – – –
SDWMA
1507
Schneider Downs Wealth Management Advisors
Pennsylvania
$215K – – –
SIAG
1508
Safeguard Investment Advisory Group
California
$214K +$209K +1,052 New
AWM
1509
Arista Wealth Management
Nevada
$214K – – –
MPIA
1510
Mountain Pacific Investment Advisers
Idaho
$214K – – –
LIA
1511
Luken Investment Analytics
Tennessee
$213K – – –
RPSA
1512
Richard P. Slaughter Associates
Texas
$212K – – –
BWFA
1513
Baltimore-Washington Financial Advisors
Maryland
$212K +$199 +1 +0.1%
RF
1514
Robinswood Financial
Washington
$210K -$4.97K -25 -2%
TFS
1515
Thoroughbred Financial Services
Tennessee
$210K +$205K +1,033 New
CWA
1516
Clarity Wealth Advisors
California
$209K +$205K +1,028 New
LFP
1517
Lakeshore Financial Planning
Michigan
$209K +$204K +1,027 New
GPA
1518
Guerra Pan Advisors
New Jersey
$209K +$204K +1,027 New
HFO
1519
Heritage Family Offices
Arizona
$209K +$204K +1,025 New
CAI
1520
Capital Advisors Inc
Oklahoma
$208K +$203K +1,022 New
TFM
1521
TFC Financial Management
Massachusetts
$208K +$7.56K +38 +4%
WTFG
1522
Wells Trecaso Financial Group
Ohio
$208K -$130K -651 -39%
WWA
1523
Wingate Wealth Advisors
Massachusetts
$207K +$203K +1,018 New
HC
1524
Hurley Capital
New York
$207K +$995 +5 +0.5%
TFG
1525
Tilson Financial Group
New Jersey
$207K +$202K +1,016 New
59 60
61
62 63