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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
451
Premier Path Wealth Partners
New Jersey
$3.47M -$438K -2,365 -12%
GF
452
Goodman Financial
Texas
$3.46M – – –
CIS
453
Custom Index Systems
New York
$3.46M -$253K -1,367 -7%
EFS
454
Essex Financial Services
Connecticut
$3.45M +$96.9K +523 +3%
IA
455
IFP Advisors
Florida
$3.43M +$459K +2,476 +16%
BIS
456
BG Investment Services
Guam
$3.43M -$1.51M -8,146 -32%
CWMK
457
Caliber Wealth Management (Kansas)
Kansas
$3.38M +$67.2K +363 +2%
MFG
458
Merit Financial Group
Georgia
$3.37M -$516K -2,784 -14%
CSP
459
Cary Street Partners
Virginia
$3.36M +$132K +711 +4%
MCM
460
Mainstream Capital Management
California
$3.35M -$54.3K -293 -2%
TFA
461
Tobias Financial Advisors
Florida
$3.33M +$918K +4,957 +41%
IWA
462
Icon Wealth Advisors
Texas
$3.31M +$3.7K +20 +0.1%
AI
463
Arvest Investments
Arkansas
$3.31M +$232K +1,250 +8%
AWM
464
Aprio Wealth Management
Georgia
$3.29M +$1.11K +6 +0%
ACA
465
Affinity Capital Advisors
California
$3.26M -$20K -108 -0.6%
DWP
466
Destiny Wealth Partners
Florida
$3.26M +$3.11M +16,767 New
ACIM
467
Azimuth Capital Investment Management
Michigan
$3.19M -$1.15M -6,200 -27%
QWM
468
Quadcap Wealth Management
Texas
$3.19M -$7.96K -43 -0.3%
TSW
469
Thompson Siegel & Walmsley
Virginia
$3.18M +$136K +733 +5%
DSC
470
Donald Smith & Co
New York
$3.17M – – –
AWM
471
Avior Wealth Management
Nebraska
$3.15M -$27K -146 -0.9%
DIA
472
Dana Investment Advisors
Wisconsin
$3.14M +$1.78M +9,589 +146%
ATC
473
Argent Trust Co
Tennessee
$3.12M +$114K +613 +4%
TFCP
474
Twin Focus Capital Partners
Massachusetts
$3.1M – – –
AA
475
Ancora Advisors
Ohio
$3.09M -$4.63K -25 -0.2%
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