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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GPW
226
Genesis Private Wealth
Virginia
$13.2M -$1.14M -5,207 -8%
FA
227
FDx Advisors
Illinois
$13.2M -$500K -2,285 -4%
BCG
228
Breakwater Capital Group
New Jersey
$13.1M -$216K -986 -2%
I2I
229
Insight 2811 Inc
Illinois
$12.8M +$271K +1,239 +2%
OC
230
Oppenheimer & Co
New York
$12.7M +$295K +1,348 +2%
SWRP
231
Summit Wealth & Retirement Planning
California
$12.6M -$84.8K -387 -0.7%
ACA
232
Aptus Capital Advisors
Alabama
$12.6M +$70.1K +320 +0.5%
JFGIW
233
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$12.5M -$1.23M -5,594 -9%
IWC
234
Integrated Wealth Concepts
Massachusetts
$12.4M +$2.8M +12,775 +28%
KFS
235
Krane Financial Solutions
California
$12.3M +$12.6M +57,373 New
NGA
236
Naples Global Advisors
Florida
$12.3M +$317K +1,446 +3%
CPIG
237
Chicago Partners Investment Group
Illinois
$12.2M +$13.1K +60 +0.1%
IP
238
Investment Partners
Ohio
$12.1M -$8.32K -38 -0.1%
FNBOO
239
First National Bank of Omaha
Nebraska
$12M -$543K -2,481 -4%
C
240
Certuity
Florida
$12M -$2.18M -9,936 -15%
BF
241
BOK Financial
Oklahoma
$12M -$7.99M -36,468 -39%
HTC
242
Haverford Trust Company
Pennsylvania
$12M -$683K -3,121 -5%
SWP
243
Sagespring Wealth Partners
Tennessee
$12M -$17.3K -79 -0.1%
AWE
244
Avidian Wealth Enterprises
Texas
$11.9M -$61.1K -279 -0.5%
PA
245
Prism Advisors
California
$11.9M -$162K -740 -1%
JWA
246
JFS Wealth Advisors
Pennsylvania
$11.5M -$64.6K -295 -0.5%
CCWA
247
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.3M -$1.37M -6,240 -11%
PP
248
Paladin Partners
Wisconsin
$11.1M +$2.18M +9,950 +24%
NOI
249
Newton One Investments
Delaware
$10.8M -$180K -821 -2%
GIM
250
Goelzer Investment Management
Indiana
$10.8M +$20.1K +92 +0.2%
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10
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