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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
I2I
201
Insight 2811 Inc
Illinois
$8.16M +$86.3K +655 +1%
BPWA
202
Beacon Pointe Wealth Advisors
California
$8.13M +$82.6K +627 +1%
FHA
203
First Horizon Advisors
Tennessee
$8.13M -$49.6K -376 -0.6%
GT
204
Glenmede Trust
Pennsylvania
$7.89M -$21.2K -161 -0.3%
UB
205
UMB Bank
Missouri
$7.83M -$252K -1,909 -3%
WTC
206
WhitTier Trust Company
Nevada
$7.73M +$1.39M +10,569 +23%
AL
207
Aspiriant LLC
California
$7.7M -$497K -3,771 -6%
AWM
208
Argent Wealth Management
Massachusetts
$7.67M +$7.41M +56,184 New
OFG
209
Oxford Financial Group
Indiana
$7.54M +$19.9K +151 +0.3%
VFA
210
Valeo Financial Advisors
Indiana
$7.45M +$187K +1,417 +3%
RIS
211
Retirement Income Solutions
Michigan
$7.41M +$184K +1,395 +3%
ZB
212
Zions Bancorporation
Utah
$7.3M -$1.8M -13,622 -20%
TRCT
213
Tower Research Capital (TRC)
New York
$7.21M +$3.68M +27,921 +112%
UWPG
214
Ullmann Wealth Partners Group
Florida
$7.18M -$590K -4,480 -8%
WB
215
West Bancorporation
Iowa
$7.12M +$6.88M +52,181 New
BSW
216
Buckingham Strategic Wealth
Missouri
$7.01M -$13K -99 -0.2%
GLA
217
Great Lakes Advisors
Illinois
$7.01M +$1.38M +10,480 +26%
EWM
218
Evercore Wealth Management
New York
$6.96M -$147K -1,116 -2%
BAAM
219
Baker Avenue Asset Management
California
$6.92M +$6.59K +50 +0.1%
CWC
220
Carolinas Wealth Consulting
North Carolina
$6.9M +$6.69M +50,735 New
BI
221
Ballast Inc
Kentucky
$6.89M +$2.2M +16,675 +49%
NYLIM
222
New York Life Investment Management
New York
$6.87M +$6.64M +50,364 New
TG
223
TCW Group
California
$6.84M +$4.36M +33,117 +195%
TA
224
Tiedemann Advisors
New York
$6.8M -$161K -1,223 -2%
FWIA
225
Fort Washington Investment Advisors
Ohio
$6.76M +$3.83M +29,064 +142%
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9
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