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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ET
401
Equitable Trust
Tennessee
$4.26M +$30.6K +154 +0.7%
FWP
402
Fiduciary Wealth Partners
Massachusetts
$4.24M -$940K -4,724 -18%
HCA
403
Heck Capital Advisors
Wisconsin
$4.2M -$1.06M -5,321 -20%
GT
404
Glenview Trust
Kentucky
$4.14M -$63.3K -318 -2%
HFP
405
Holistic Financial Partners
Indiana
$4.09M -$86.1K -433 -2%
SHF
406
Stage Harbor Financial
Massachusetts
$4.09M -$127K -639 -3%
TF
407
Tandem Financial
Colorado
$4.08M -$78.4K -394 -2%
SCA
408
Stillwater Capital Advisors
Pennsylvania
$4.06M -$103K -519 -3%
WAL
409
W Advisors LLC
Tennessee
$4.06M -$390K -1,959 -9%
1WM
410
1900 Wealth Management
Texas
$4.02M – – –
MCWS
411
McKinley Carter Wealth Services
West Virginia
$4.01M -$68.2K -343 -2%
WGC
412
Watts Gwilliam & Co
Arizona
$3.99M +$7.36K +37 +0.2%
DADC
413
D.A. Davidson & Co
Montana
$3.98M -$79.2K -398 -2%
SWA
414
Serenus Wealth Advisors
California
$3.98M -$39.8K -200 -1%
HIA
415
Harbor Investment Advisory
Maryland
$3.97M -$12.3K -62 -0.3%
VAS
416
Vestmark Advisory Solutions
Massachusetts
$3.96M +$2.49M +12,516 +180%
BOJHT
417
Bank of Jackson Hole Trust
Wyoming
$3.96M +$995 +5 +0%
WP
418
Wealthspan Partners
Iowa
$3.95M -$72K -362 -2%
ACP
419
Argyle Capital Partners
California
$3.93M -$74.2K -373 -2%
SAM
420
Smartleaf Asset Management
Massachusetts
$3.93M +$3.13M +15,759 +441%
FFA
421
Farther Finance Advisors
California
$3.91M +$1.56M +7,819 +69%
FFG
422
Fiduciary Financial Group
California
$3.9M -$123K -618 -3%
DFS
423
Dixon Fnancial Services
California
$3.85M – – –
CIM
424
Confluence Investment Management
Missouri
$3.85M +$3.19M +16,020 +552%
CAM
425
Carret Asset Management
New York
$3.83M +$6.17K +31 +0.2%
15 16
17
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