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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
401
Great Lakes Advisors
Illinois
$1.5M -$14.8M -123,220 -91%
AAS
402
Avantax Advisory Services
Texas
$1.49M +$593K +4,936 +70%
BFG
403
Beacon Financial Group
Texas
$1.49M -$1.49M -12,434 -51%
RC
404
Rinet Company
Massachusetts
$1.49M +$721 +6 +0%
APA
405
American Portfolios Advisors
New York
$1.48M +$492K +4,096 +52%
PWM
406
PRW Wealth Management
Massachusetts
$1.47M -$72.1K -600 -5%
VWA
407
V Wealth Advisors
Kansas
$1.47M -$62.6K -521 -4%
SC
408
SouthState Corp
Florida
$1.46M -$25.5K -212 -2%
RCIM
409
Red Cedar Investment Management
Michigan
$1.46M +$7.45K +62 +0.5%
HNB
410
Huntington National Bank
Ohio
$1.46M – – –
DCM
411
Dimension Capital Management
Florida
$1.45M – – –
BWM
412
BigSur Wealth Management
Florida
$1.45M – – –
ST
413
Sageworth Trust
Pennsylvania
$1.43M – – –
SCM
414
Smith Capital Management
Arkansas
$1.42M +$155K +1,288 +13%
EPM
415
Elm Partners Management
Pennsylvania
$1.42M -$17.7K -147 -1%
WI
416
Wintrust Investments
Illinois
$1.41M +$24.2K +201 +2%
HTC
417
Haverford Trust Company
Pennsylvania
$1.4M +$3.97K +33 +0.3%
FNT
418
First National Trust
Pennsylvania
$1.4M +$70.3K +585 +5%
SWMG
419
Strategic Wealth Management Group
Maryland
$1.39M +$481 +4 +0%
AC
420
Alexandria Capital
Virginia
$1.38M -$9.13K -76 -0.7%
FI
421
Financial Insights
Washington
$1.37M – – –
PAG
422
Private Advisory Group
Washington
$1.34M – – –
ST
423
Spinnaker Trust
Maine
$1.33M – – –
VCM
424
Vivaldi Capital Management
Illinois
$1.3M -$12.6K -105 -1%
BIA
425
BHK Investment Advisors
Alabama
$1.29M +$124K +1,032 +11%
15 16
17
18 19