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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
426
Carret Asset Management
New York
$3.83M +$6.17K +31 +0.2%
FWMP
427
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.83M -$55.9K -281 -1%
MPCL
428
My Personal CFO LLC
Washington
$3.83M +$3.74M +18,811 New
AIM
429
Acropolis Investment Management
Missouri
$3.82M – – –
SW
430
Simplicity Wealth
New Jersey
$3.81M -$2.86M -14,355 -43%
CG
431
Caprock Group
Idaho
$3.8M +$3.75M +18,862 New
SFG
432
Sage Financial Group
Pennsylvania
$3.8M +$2.98K +15 +0.1%
PI
433
PineBridge Investments
New York
$3.78M -$1.04M -5,250 -22%
IIC
434
Ironwood Investment Counsel
Arizona
$3.78M +$1.03M +5,189 +39%
KWM
435
Kingsview Wealth Management
Oregon
$3.77M +$111K +558 +3%
RWM
436
Raffa Wealth Management
District of Columbia
$3.75M -$259K -1,300 -7%
SLT
437
St Louis Trust
Missouri
$3.74M – – –
BB
438
Busey Bank
Illinois
$3.73M +$3.38K +17 +0.1%
NS
439
NBC Securities
Alabama
$3.72M +$16.7K +84 +0.5%
TPWA
440
TRUE Private Wealth Advisors
Oregon
$3.71M -$116K -585 -3%
RFA
441
Resurgent Financial Advisors
Georgia
$3.71M -$286K -1,438 -7%
AWA
442
Aaron Wealth Advisors
Illinois
$3.65M – – –
BWA
443
Beam Wealth Advisors
Louisiana
$3.63M +$841K +4,227 +31%
EFS
444
Essex Financial Services
Connecticut
$3.63M +$13.7K +69 +0.4%
GF
445
Goodman Financial
Texas
$3.62M – – –
IWA
446
Icon Wealth Advisors
Texas
$3.55M +$75.4K +379 +2%
TFA
447
Tobias Financial Advisors
Florida
$3.54M +$49.3K +248 +1%
MFG
448
Magnus Financial Group
New York
$3.53M -$872K -4,382 -20%
MFG
449
Merit Financial Group
Georgia
$3.45M -$78.4K -394 -2%
AWM
450
Aprio Wealth Management
Georgia
$3.45M +$2.39K +12 +0.1%
16 17
18
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