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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1951
Journey Advisory Group
Kentucky
– -$326K -1,550 Closed
AIMC
1952
Alley Investment Management Company
Illinois
– -$325K -1,545 Closed
FFG
1953
Foundry Financial Group
New Hampshire
– -$299K -1,422 Closed
TCM
1954
Traynor Capital Management
Pennsylvania
– -$298K -1,416 Closed
GSC
1955
Ground Swell Capital
South Carolina
– -$297K -1,411 Closed
BWM
1956
BCS Wealth Management
Tennessee
– -$286K -1,358 Closed
EFN
1957
Equita Financial Network
Pennsylvania
– -$281K -1,334 Closed
SWMP
1958
Signature Wealth Management Partners
New Jersey
– -$279K -1,325 Closed
LFA
1959
Legacy Financial Advisors
Kentucky
– -$275K -1,308 Closed
GFA
1960
Gallagher Fiduciary Advisors
Illinois
– -$271K -1,291 Closed
FFS
1961
Founders Financial Securities
Maryland
– -$258K -1,226 Closed
BPFA
1962
Barnes Pettey Financial Advisors
Mississippi
– -$257K -1,223 Closed
SNBOSD
1963
Security National Bank of So Dak
Iowa
– -$255K -1,214 Closed
FRA
1964
Frank Rimerman Advisors
California
– -$254K -1,208 Closed
FAC
1965
Financial Advisory Corporation
Michigan
– -$245K -1,165 Closed
LCGC
1966
Legacy Capital Group California
California
– -$242K -1,151 Closed
LWAM
1967
Legacy Wealth Asset Management
Minnesota
– -$241K -1,148 Closed
NFA
1968
Northern Financial Advisors
Michigan
– -$239K -1,134 Closed
CWM
1969
Collaborative Wealth Management
Florida
– -$237K -1,126 Closed
MNA
1970
Manning & Napier Advisors
New York
– -$237K -1,117 Closed
OPA
1971
Old Port Advisors
Maine
– -$231K -1,098 Closed
FB
1972
First Bancorp
Maine
– -$227K -1,077 Closed
CAI
1973
Capital Advisors Inc
Oklahoma
– -$215K -1,022 Closed
ML
1974
MLP3 LLC
New Jersey
– -$211K -1,002 Closed
BRPW
1975
Ballast Rock Private Wealth
South Carolina
– -$210K -1,000 Closed
77 78
79
80 81