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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1601
West Financial Advisors
Iowa
$229K – – –
SWP
1602
Strategic Wealth Partners
Ohio
$229K +$44.5K +203 +23%
CC
1603
Chicago Capital
Illinois
$228K – – –
AFM
1604
Armstrong Fleming & Moore
District of Columbia
$228K +$1.09K +5 +0.5%
VDI
1605
Vaughan David Investments
Illinois
$227K – – –
FAT
1606
First American Trust
California
$226K +$232K +1,059 New
HC
1607
Headland Capital
South Carolina
$225K -$3.29K -15 -1%
BIG
1608
Builder Investment Group
Georgia
$225K – – –
TCM
1609
Tandem Capital Management
New Jersey
$225K – – –
MPIA
1610
Mountain Pacific Investment Advisers
Idaho
$224K – – –
JMFC
1611
J.M. Forbes & Co
Massachusetts
$224K +$230K +1,050 New
LIA
1612
Luken Investment Analytics
Tennessee
$224K – – –
TL
1613
Tradewinds LLC
North Carolina
$223K +$212K +967 New
KFGK
1614
Keystone Financial Group (Kentucky)
Kentucky
$223K +$229K +1,044 New
AIS
1615
Accredited Investor Services
Minnesota
$223K +$228K +1,043 New
RPSA
1616
Richard P. Slaughter Associates
Texas
$223K – – –
HC
1617
Hourglass Capital
Texas
$222K -$1.16M -5,300 -84%
MEG
1618
Millstone Evans Group
Colorado
$222K – – –
WG
1619
Wellington Group
Indiana
$222K +$142K +650 +167%
IA
1620
Inspire Advisors
Idaho
$221K -$10.9K -50 -5%
SDWMA
1621
Schneider Downs Wealth Management Advisors
Pennsylvania
$221K – – –
TFS
1622
Thoroughbred Financial Services
Tennessee
$220K – – –
LFP
1623
Lakeshore Financial Planning
Michigan
$220K -$219 -1 -0.1%
CWA
1624
Clarity Wealth Advisors
California
$220K – – –
PWMG
1625
Private Wealth Management Group
New Jersey
$220K – – –
63 64
65
66 67