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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FWMP
426
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$3.83M -$55.9K -281 -1%
MPCL
427
My Personal CFO LLC
Washington
$3.83M +$3.74M +18,811 New
AIM
428
Acropolis Investment Management
Missouri
$3.82M – – –
SW
429
Simplicity Wealth
New Jersey
$3.81M -$2.86M -14,355 -43%
CG
430
Caprock Group
Idaho
$3.8M +$3.75M +18,862 New
SFG
431
Sage Financial Group
Pennsylvania
$3.8M +$2.98K +15 +0.1%
PI
432
PineBridge Investments
New York
$3.78M -$1.04M -5,250 -22%
IIC
433
Ironwood Investment Counsel
Arizona
$3.78M +$1.03M +5,189 +39%
KWM
434
Kingsview Wealth Management
Oregon
$3.77M +$111K +558 +3%
RWM
435
Raffa Wealth Management
District of Columbia
$3.75M -$259K -1,300 -7%
SLT
436
St Louis Trust
Missouri
$3.74M – – –
BB
437
Busey Bank
Illinois
$3.73M +$3.38K +17 +0.1%
NS
438
NBC Securities
Alabama
$3.72M +$16.7K +84 +0.5%
TPWA
439
TRUE Private Wealth Advisors
Oregon
$3.71M -$116K -585 -3%
RFA
440
Resurgent Financial Advisors
Georgia
$3.71M -$286K -1,438 -7%
AWA
441
Aaron Wealth Advisors
Illinois
$3.65M – – –
BWA
442
Beam Wealth Advisors
Louisiana
$3.63M +$841K +4,227 +31%
EFS
443
Essex Financial Services
Connecticut
$3.63M +$13.7K +69 +0.4%
GF
444
Goodman Financial
Texas
$3.62M – – –
IWA
445
Icon Wealth Advisors
Texas
$3.55M +$75.4K +379 +2%
TFA
446
Tobias Financial Advisors
Florida
$3.54M +$49.3K +248 +1%
MFG
447
Magnus Financial Group
New York
$3.53M -$872K -4,382 -20%
MFG
448
Merit Financial Group
Georgia
$3.45M -$78.4K -394 -2%
AWM
449
Aprio Wealth Management
Georgia
$3.45M +$2.39K +12 +0.1%
OCM
450
One Capital Management
California
$3.44M -$1.27M -6,394 -27%
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