We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RCAMU
476
Rothschild & Co Asset Management US
Connecticut
$760K +$740K +6,109 New
TFO
477
Tarbox Family Office
California
$753K – – –
PWM
478
Patriot Wealth Management
Texas
$743K – – –
DWM
479
Dakota Wealth Management
Florida
$739K +$12.1K +100 +2%
CIA
480
Choate Investment Advisors
Massachusetts
$739K – – –
BFG
481
Beacon Financial Group
Texas
$736K +$32.6K +269 +5%
JFA
482
Johanson Financial Advisors
California
$712K -$15.6K -129 -2%
LA
483
Lau Associates
Delaware
$712K – – –
CT
484
Cambridge Trust
Massachusetts
$711K – – –
CC
485
Courier Capital
New York
$710K +$692K +5,711 New
FFC
486
First Financial Corp
Indiana
$706K -$74K -611 -10%
NCMW
487
Northern Capital Management (Wisconsin)
Wisconsin
$706K -$7.88K -65 -1%
WS
488
Wedbush Securities
California
$695K +$19.3K +159 +3%
BIA
489
BHK Investment Advisors
Alabama
$692K +$674K +5,566 New
LNWWM
490
Laird Norton Wetherby Wealth Management
California
$672K -$2.18K -18 -0.3%
KIA
491
KCM Investment Advisors
California
$670K +$425K +3,505 +186%
GT
492
Glenview Trust
Kentucky
$669K -$24.4K -201 -4%
DDPIC
493
Deroy & Devereaux Private Investment Counsel
Michigan
$664K -$48.5K -400 -7%
NWS
494
Newport Wealth Strategies
California
$658K +$618K +5,102 New
AB
495
Amalgamated Bank
New York
$655K -$2.57M -21,190 -80%
SCM
496
Sterling Capital Management
North Carolina
$651K -$7.39K -61 -1%
CWM
497
Confluence Wealth Management
Oregon
$648K – – –
CTC
498
Central Trust Company
Missouri
$648K +$96K +792 +18%
AA
499
Ancora Advisors
Ohio
$635K +$26.7K +220 +5%
CM
500
Columbus Macro
Pennsylvania
$634K +$618K +5,096 New
18 19
20
21 22