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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1551
Wayfinding Financial
Washington
$95K +$96.2K +505 New
CTWM
1552
Cherry Tree Wealth Management
Minnesota
$93.7K +$7.81K +41 +9%
JHCP
1553
Jackson Hole Capital Partners
Oklahoma
$93.5K +$47.6K +250 +101%
UCB
1554
United Community Bank
South Carolina
$92.6K – – –
BWM
1555
Bernard Wealth Management
Michigan
$91.6K – – –
AIA
1556
Arcadia Investment Advisors
Idaho
$90.9K – – –
CWP
1557
Concord Wealth Partners
Virginia
$90.5K +$75K +394 +453%
ETS
1558
ESL Trust Services
New York
$90.1K – – –
CICI
1559
Capital Investment Counsel Inc
North Carolina
$89.4K +$71.4K +375 +375%
HFS
1560
Hopwood Financial Services
Virginia
$89.2K – – –
S
1561
Sachetta
Massachusetts
$88.4K – – –
TF
1562
Tompkins Financial
New York
$86.9K – – –
IRC
1563
Investors Research Corp
Georgia
$86.2K – – –
TCM
1564
TD Capital Management
Tennessee
$85.4K – – –
SCM
1565
Sterling Capital Management
North Carolina
$84.7K -$10.8M -56,473 -99%
SIS
1566
Sound Income Strategies
Florida
$79K +$24.4K +128 +44%
HHGA
1567
Halbert Hargrove Global Advisors
California
$78.8K +$46.7K +245 +141%
NWM
1568
Nova Wealth Management
Florida
$77K – – –
FMB
1569
Field & Main Bank
Kentucky
$76.6K – – –
NC
1570
North Capital
Utah
$74.5K +$75.4K +396 New
CFFP
1571
Center for Financial Planning
Michigan
$73.4K – – –
ST
1572
Smithfield Trust
Pennsylvania
$73K – – –
IA
1573
IFS Advisors
Kansas
$72.1K – – –
HFM
1574
Harvest Fund Management
China
$72K – – –
FGAM
1575
Financial Gravity Asset Management
Texas
$71.1K +$72K +378 New
61 62
63
64 65