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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
401
PRW Wealth Management
Massachusetts
$1.53M – – –
SMC
402
Smith, Moore & Co
Missouri
$1.52M -$117K -922 -7%
TWA
403
TCI Wealth Advisors
Arizona
$1.51M +$48.9K +385 +3%
AFA
404
American Financial Advisors
Georgia
$1.51M -$179K -1,408 -11%
SWMG
405
Strategic Wealth Management Group
Maryland
$1.51M +$115K +902 +8%
BWM
406
BigSur Wealth Management
Florida
$1.5M – – –
TP
407
Tranquility Partners
Tennessee
$1.49M +$98.5K +775 +7%
ST
408
Sageworth Trust
Pennsylvania
$1.49M – – –
RCIM
409
Red Cedar Investment Management
Michigan
$1.48M – – –
HTC
410
Haverford Trust Company
Pennsylvania
$1.45M – – –
CWM
411
Connecticut Wealth Management
Connecticut
$1.45M +$55.8K +439 +4%
MA
412
Montag & Associates
Georgia
$1.43M +$403K +3,169 +40%
WCAMG
413
Woodard & Company Asset Management Group
North Carolina
$1.43M +$1.17M +9,180 +476%
SCM
414
Smith Capital Management
Arkansas
$1.42M – – –
FNT
415
First National Trust
Pennsylvania
$1.41M +$36K +283 +3%
CWS
416
Cypress Wealth Services
California
$1.4M +$6.35K +50 +0.5%
SC
417
SouthState Corp
Florida
$1.38M -$128K -1,011 -9%
CGA
418
Crescent Grove Advisors
Illinois
$1.38M +$182K +1,430 +15%
LA
419
Legacy Advisors
Pennsylvania
$1.38M – – –
ST
420
Spinnaker Trust
Maine
$1.38M – – –
HNB
421
Huntington National Bank
Ohio
$1.38M – – –
AC
422
Alexandria Capital
Virginia
$1.37M -$42.2K -332 -3%
SVWAG
423
Sound View Wealth Advisors Group
Georgia
$1.35M -$99.5K -783 -7%
FI
424
Financial Insights
Washington
$1.34M -$4.19K -33 -0.3%
P
425
Pitcairn
Pennsylvania
$1.32M -$876K -6,891 -40%
15 16
17
18 19