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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
426
V Wealth Advisors
Kansas
$1.38M -$18.7K -156 -1%
HWM
427
Highwater Wealth Management
Colorado
$1.38M +$50.8K +424 +4%
CFG
428
Cooper Financial Group
California
$1.37M +$1.48M +12,374 New
FDCC
429
Foster Dykema Cabot & Co
Massachusetts
$1.37M – – –
NEPWA
430
New England Private Wealth Advisors
Massachusetts
$1.37M -$90.2K -753 -6%
PAG
431
Private Advisory Group
Washington
$1.34M -$156K -1,301 -10%
SC
432
SouthState Corp
Florida
$1.34M -$54.6K -456 -4%
RC
433
Rinet Company
Massachusetts
$1.33M +$175K +1,458 +14%
ASN
434
Advisory Services Network
Georgia
$1.32M -$35.6K -297 -2%
KP
435
Keel Point
Alabama
$1.31M +$992K +8,276 +236%
DCM
436
Dimension Capital Management
Florida
$1.31M +$65.9K +550 +5%
BWM
437
BigSur Wealth Management
Florida
$1.3M – – –
ST
438
Sageworth Trust
Pennsylvania
$1.29M -$24.6K -205 -2%
FI
439
Financial Insights
Washington
$1.28M +$1.29M +10,724 New
EPM
440
Elm Partners Management
Pennsylvania
$1.28M +$1.39M +11,604 New
RCIM
441
Red Cedar Investment Management
Michigan
$1.27M +$70.9K +592 +5%
HTC
442
Haverford Trust Company
Pennsylvania
$1.25M – – –
AC
443
Alexandria Capital
Virginia
$1.25M +$1.35M +11,286 New
SWMG
444
Strategic Wealth Management Group
Maryland
$1.25M +$1.35M +11,266 New
WI
445
Wintrust Investments
Illinois
$1.24M -$265K -2,215 -17%
LWS
446
Lucia Wealth Services
California
$1.24M +$1.33M +11,128 New
WC
447
Whitnell & Co
Illinois
$1.23M +$573K +4,785 +76%
PI
448
Parkside Investments
Illinois
$1.22M +$61.7K +515 +5%
SNBOSCI
449
Security National Bank of Sioux City Iowa
Iowa
$1.22M +$1.31M +10,970 New
MCM
450
Manchester Capital Management
Vermont
$1.21M – – –
16 17
18
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