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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
1601
Vaughan David Investments
Illinois
$227K – – –
FAT
1602
First American Trust
California
$226K +$232K +1,059 New
HC
1603
Headland Capital
South Carolina
$225K -$3.29K -15 -1%
BIG
1604
Builder Investment Group
Georgia
$225K – – –
TCM
1605
Tandem Capital Management
New Jersey
$225K – – –
MPIA
1606
Mountain Pacific Investment Advisers
Idaho
$224K – – –
JMFC
1607
J.M. Forbes & Co
Massachusetts
$224K +$230K +1,050 New
LIA
1608
Luken Investment Analytics
Tennessee
$224K – – –
TL
1609
Tradewinds LLC
North Carolina
$223K +$212K +967 New
KFGK
1610
Keystone Financial Group (Kentucky)
Kentucky
$223K +$229K +1,044 New
AIS
1611
Accredited Investor Services
Minnesota
$223K +$228K +1,043 New
RPSA
1612
Richard P. Slaughter Associates
Texas
$223K – – –
HC
1613
Hourglass Capital
Texas
$222K -$1.16M -5,300 -84%
MEG
1614
Millstone Evans Group
Colorado
$222K – – –
WG
1615
Wellington Group
Indiana
$222K +$142K +650 +167%
IA
1616
Inspire Advisors
Idaho
$221K -$10.9K -50 -5%
SDWMA
1617
Schneider Downs Wealth Management Advisors
Pennsylvania
$221K – – –
TFS
1618
Thoroughbred Financial Services
Tennessee
$220K – – –
LFP
1619
Lakeshore Financial Planning
Michigan
$220K -$219 -1 -0.1%
CWA
1620
Clarity Wealth Advisors
California
$220K – – –
PWMG
1621
Private Wealth Management Group
New Jersey
$220K – – –
HC
1622
Hurley Capital
New York
$219K +$876 +4 +0.4%
HFO
1623
Heritage Family Offices
Arizona
$219K – – –
WPA
1624
West Paces Advisors
Georgia
$219K – – –
BB
1625
Berkshire Bank
Massachusetts
$218K – – –
63 64
65
66 67