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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
451
Sage Financial Group
Pennsylvania
$3.96M +$2.85K +13 +0.1%
IWA
452
Icon Wealth Advisors
Texas
$3.94M -$355K -1,619 -9%
BB
453
Busey Bank
Illinois
$3.89M – – –
ACP
454
Argyle Capital Partners
California
$3.89M -$77.5K -354 -2%
CIM
455
Confluence Investment Management
Missouri
$3.87M -$121M -550,510 -97%
MCWS
456
McKinley Carter Wealth Services
West Virginia
$3.84M -$224K -1,022 -5%
FPAS
457
Focus Partners Advisor Solutions
Missouri
$3.82M -$347K -1,583 -8%
GF
458
Goodman Financial
Texas
$3.8M – – –
AWA
459
Aaron Wealth Advisors
Illinois
$3.8M -$34.2K -156 -0.9%
EFS
460
Essex Financial Services
Connecticut
$3.79M -$19.9K -91 -0.5%
GI
461
GAMMA Investing
California
$3.73M +$201K +920 +6%
FFG
462
Fiduciary Financial Group
California
$3.71M -$343K -1,566 -8%
GSWM
463
Golden State Wealth Management
California
$3.69M -$313K -1,428 -8%
WWM
464
Western Wealth Management
Colorado
$3.68M +$320K +1,463 +9%
TSW
465
Thompson Siegel & Walmsley
Virginia
$3.64M +$147K +673 +4%
JIC
466
Joel Isaacson & Co
New York
$3.6M +$532K +2,430 +17%
EWM
467
Empirical Wealth Management
Washington
$3.59M +$622K +2,840 +20%
EFG
468
Everhart Financial Group
Ohio
$3.55M +$3.64M +16,628 New
TPWA
469
TRUE Private Wealth Advisors
Oregon
$3.55M -$284K -1,295 -7%
CWMK
470
Caliber Wealth Management (Kansas)
Kansas
$3.53M -$105K -479 -3%
TFA
471
Tobias Financial Advisors
Florida
$3.52M -$152K -692 -4%
AWM
472
Avior Wealth Management
Nebraska
$3.5M +$7.23K +33 +0.2%
ACA
473
Affinity Capital Advisors
California
$3.49M -$7.45K -34 -0.2%
AA
474
Ancora Advisors
Ohio
$3.49M +$96.1K +439 +3%
OWM
475
Opes Wealth Management
California
$3.47M -$17.5K -80 -0.5%
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