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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
376
Ascent Wealth Partners
New York
$4.02M +$588K +3,583 +17%
SFA
377
Sequoia Financial Advisors
Ohio
$4.02M +$667K +4,060 +20%
WFA
378
Wellspring Financial Advisors
Ohio
$3.96M -$368K -2,242 -9%
MMG
379
Monetary Management Group
Missouri
$3.94M -$4.11K -25 -0.1%
SWM
380
Spire Wealth Management
Virginia
$3.92M -$117K -711 -3%
AIM
381
Acropolis Investment Management
Missouri
$3.92M +$24.6K +150 +0.6%
KAH
382
Kathryn A. Hall
$3.92M – – –
PA
383
Procyon Advisors
Connecticut
$3.9M -$147K -894 -4%
TA
384
Tiedemann Advisors
New York
$3.86M -$530K -3,229 -12%
HFP
385
Holistic Financial Partners
Indiana
$3.85M -$27.8K -169 -0.7%
JFG
386
JMG Financial Group
Illinois
$3.85M +$139K +845 +4%
AWA
387
Arete Wealth Advisors
Illinois
$3.84M -$19.1K -116 -0.5%
DWT
388
Dorsey & Whitney Trust
South Dakota
$3.83M -$160K -976 -4%
HF
389
Halpern Financial
Virginia
$3.76M +$2.75M +16,739 +283%
SF
390
Summit Financial
New Jersey
$3.75M +$708K +4,313 +24%
SIA
391
Stegner Investment Associates
Kentucky
$3.71M – – –
WP
392
Wealthspan Partners
Iowa
$3.69M +$129K +787 +4%
RBFC
393
Roman Butler Fullerton & Co
Missouri
$3.68M +$3.64M +22,147 New
NEPWA
394
New England Private Wealth Advisors
Massachusetts
$3.66M +$13.1K +80 +0.4%
PI
395
PineBridge Investments
New York
$3.63M -$4.32M -26,298 -55%
CSPIA
396
Cary Street Partners Investment Advisory
Virginia
$3.62M +$1.25M +7,582 +53%
PAMS
397
Pictet Asset Management (Switzerland)
Switzerland
$3.61M -$502K -3,055 -12%
GC
398
Guggenheim Capital
Illinois
$3.59M – – –
MWM
399
Mission Wealth Management
California
$3.55M +$650K +3,959 +23%
SMC
400
Smith, Moore & Co
Missouri
$3.54M +$76.2K +464 +2%
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