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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SHF
426
Stage Harbor Financial
Massachusetts
$3.82M -$26.3K -138 -0.7%
PPWP
427
Premier Path Wealth Partners
New Jersey
$3.81M -$2.65M -13,922 -41%
MFG
428
Merit Financial Group
Georgia
$3.79M -$101K -531 -3%
WGC
429
Watts Gwilliam & Co
Arizona
$3.75M -$32.4K -170 -0.8%
AIM
430
Acropolis Investment Management
Missouri
$3.72M -$41.9K -220 -1%
1WM
431
1900 Wealth Management
Texas
$3.72M +$5.52K +29 +0.1%
MFG
432
Magnus Financial Group
New York
$3.72M +$7.43K +39 +0.2%
SWA
433
Serenus Wealth Advisors
California
$3.71M +$1.23M +6,456 +49%
SMC
434
Smith, Moore & Co
Missouri
$3.71M +$4.19K +22 +0.1%
RWM
435
Raffa Wealth Management
District of Columbia
$3.71M – – –
HIA
436
Harbor Investment Advisory
Maryland
$3.68M +$12K +63 +0.3%
SW
437
Simplicity Wealth
New Jersey
$3.66M +$3.29M +17,268 +791%
CIS
438
Custom Index Systems
New York
$3.61M +$472K +2,480 +15%
CAM
439
Carret Asset Management
New York
$3.56M -$23.6K -124 -0.7%
FWMP
440
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.56M -$71K -373 -2%
DFS
441
Dixon Fnancial Services
California
$3.56M +$1.13M +5,920 +46%
EWM
442
EPG Wealth Management
Georgia
$3.55M -$2.48K -13 -0.1%
ACP
443
Argyle Capital Partners
California
$3.53M +$84.9K +446 +2%
SIA
444
Summit Investment Advisors
Maryland
$3.52M +$149K +784 +4%
FFG
445
Fiduciary Financial Group
California
$3.51M -$68.4K -359 -2%
PWM
446
Perigon Wealth Management
California
$3.51M +$380K +1,993 +12%
BB
447
Busey Bank
Illinois
$3.5M – – –
DS
448
DRW Securities
Illinois
$3.49M +$2.07M +10,859 +141%
KWM
449
Kingsview Wealth Management
Oregon
$3.48M -$5.39M -28,325 -60%
SLT
450
St Louis Trust
Missouri
$3.46M -$124K -650 -3%
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