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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2001
Vivaldi Capital Management
Illinois
– -$712K -3,332 Closed
QPWM
2002
Quadrant Private Wealth Management
Pennsylvania
– -$566K -2,649 Closed
BPW
2003
Bingham Private Wealth
California
– -$545K -2,549 Closed
HCM
2004
Hamlin Capital Management
New York
– -$491K -2,299 Closed
NL
2005
NVWM LLC
Pennsylvania
– -$458K -2,144 Closed
LAS
2006
LWM Advisory Services
Florida
– -$424K -1,983 Closed
HDA
2007
Harold Davidson & Associates
California
– -$387K -1,810 Closed
MA
2008
MJP Associates
Connecticut
– -$369K -1,725 Closed
PL
2009
Plancorp LLC
Missouri
– -$362K -1,632 Closed
HAFG
2010
Hansen & Associates Financial Group
California
– -$344K -1,596 Closed
TVPW
2011
Third View Private Wealth
Connecticut
– -$325K -1,521 Closed
CPCM
2012
Cardinal Point Capital Management
Ontario, Canada
– -$312K -1,458 Closed
PFGIA
2013
Patriot Financial Group Insurance Agency
Massachusetts
– -$302K -1,412 Closed
NWAG
2014
Net Worth Advisory Group
Utah
– -$301K -1,408 Closed
VDC
2015
Van Diest Capital
Iowa
– -$290K -1,358 Closed
EFP
2016
EnRich Financial Partners
Wisconsin
– -$285K -1,334 Closed
SIC
2017
Sterling Investment Counsel
New York
– -$272K -1,272 Closed
BCM
2018
Brookmont Capital Management
Texas
– -$232K -1,088 Closed
TL
2019
Tradewinds LLC
North Carolina
– -$223K -967 Closed
3F
2020
360 Financial
Minnesota
– -$201K -943 Closed
FTA
2021
Financial & Tax Architects
Missouri
– -$201K -943 Closed
RFM
2022
Royal Fund Management
Florida
– -$280K -898 Closed
CA
2023
Cache Advisors
California
– -$130K -608 Closed
SIS
2024
Sound Income Strategies
Florida
– -$109K -508 Closed
MM
2025
Main Management
California
– -$69K -323 Closed
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