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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
451
Acropolis Investment Management
Missouri
$4.56M -$26.6K -114 -0.6%
PA
452
Procyon Advisors
Connecticut
$4.56M +$51.7K +222 +1%
SC
453
Summa Corp
Texas
$4.55M +$1.25M +5,387 +40%
TF
454
Tandem Financial
Colorado
$4.54M -$147K -630 -3%
SFG
455
Sage Financial Group
Pennsylvania
$4.49M -$2.79K -12 -0.1%
BB
456
Busey Bank
Illinois
$4.46M +$44.3K +190 +1%
FWMP
457
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$4.46M -$47.1K -202 -1%
NB
458
Nicolet Bankshares
Wisconsin
$4.45M -$127K -544 -3%
HFP
459
Holistic Financial Partners
Indiana
$4.43M -$245K -1,050 -5%
ACP
460
Argyle Capital Partners
California
$4.43M +$15.1K +65 +0.4%
TSW
461
Thompson Siegel & Walmsley
Virginia
$4.38M +$241K +1,033 +6%
WAL
462
W Advisors LLC
Tennessee
$4.38M -$117K -501 -3%
WP
463
Wealthspan Partners
Iowa
$4.38M -$120K -514 -3%
AWM
464
Axxcess Wealth Management
California
$4.36M +$4.19M +17,972 New
AWM
465
Aureum Wealth Management
Florida
$4.35M +$448K +1,925 +12%
MCWS
466
McKinley Carter Wealth Services
West Virginia
$4.34M -$14.2K -61 -0.3%
JIC
467
Joel Isaacson & Co
New York
$4.33M +$242K +1,038 +6%
AWM
468
Apollon Wealth Management
South Carolina
$4.32M +$524K +2,248 +14%
GF
469
Goodman Financial
Texas
$4.32M – – –
AWA
470
Aaron Wealth Advisors
Illinois
$4.31M – – –
EFS
471
Essex Financial Services
Connecticut
$4.3M +$699 +3 +0%
BWA
472
Beam Wealth Advisors
Louisiana
$4.28M -$544K -2,337 -12%
IWA
473
Icon Wealth Advisors
Texas
$4.21M +$3.26K +14 +0.1%
FFG
474
Fiduciary Financial Group
California
$4.1M -$107K -458 -3%
ACA
475
Affinity Capital Advisors
California
$4.02M -$21.7K -93 -0.6%
17 18
19
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