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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
251
JFS Wealth Advisors
Pennsylvania
$8.21M -$89.2K -543 -1%
MA
252
Montag & Associates
Georgia
$8.19M -$303K -1,846 -4%
SW
253
SVB Wealth
Massachusetts
$8.19M -$295K -1,798 -4%
HWM
254
HB Wealth Management
Georgia
$8.02M +$630K +3,835 +9%
ASBI
255
American State Bank (Iowa)
Iowa
$8.01M +$1.29M +7,836 +19%
TWM
256
Tradition Wealth Management
Minnesota
$7.99M -$3.12K -19 -0%
CPIG
257
Chicago Partners Investment Group
Illinois
$7.93M +$1.48K +9 +0%
TA
258
TruWealth Advisors
Louisiana
$7.93M +$1.28M +7,799 +20%
PWPS
259
Pinnacle Wealth Planning Services
Ohio
$7.89M +$2.44M +14,879 +46%
CWM
260
Chicago Wealth Management
Illinois
$7.88M +$191K +1,166 +3%
KWM
261
Kingsview Wealth Management
Oregon
$7.74M +$372K +2,267 +5%
CCT
262
Chemung Canal Trust
New York
$7.69M +$70.8K +431 +0.9%
AF
263
Advisornet Financial
Minnesota
$7.66M -$3.18M -19,393 -30%
GT
264
Glenmede Trust
Pennsylvania
$7.66M +$185K +1,126 +3%
AFP
265
Ausdal Financial Partners
Iowa
$7.64M +$7.56M +46,048 New
PWPCM
266
Perella Weinberg Partners Capital Management
New York
$7.64M – – –
SWRP
267
Summit Wealth & Retirement Planning
California
$7.56M +$715K +4,351 +11%
OFG
268
Oxford Financial Group
Indiana
$7.47M -$604K -3,677 -8%
AGA
269
Accuvest Global Advisors
Utah
$7.46M +$4.06M +24,726 +122%
SAM
270
Stone Asset Management
Texas
$7.45M +$403K +2,451 +6%
MAM
271
Meeder Asset Management
Ohio
$7.44M -$17.6M -107,399 -71%
WCAMG
272
Woodard & Company Asset Management Group
North Carolina
$7.3M +$81.3K +495 +1%
QCG
273
Quadrant Capital Group
Ohio
$7.27M +$27.9K +170 +0.4%
USCWA
274
U.S. Capital Wealth Advisors
Texas
$7.25M +$130K +792 +2%
AIA
275
Arbor Investment Advisors
North Carolina
$7.24M +$912K +5,551 +15%
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11
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