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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
476
Opes Wealth Management
California
$2.73M -$61.5K -411 -2%
CWM
477
Congress Wealth Management
Massachusetts
$2.73M +$1.61M +10,746 +148%
AWM
478
Aprio Wealth Management
Georgia
$2.71M +$898 +6 +0%
PA
479
Procyon Advisors
Connecticut
$2.7M +$221K +1,477 +9%
RI
480
Rinkey Investments
California
$2.68M +$2.65M +17,694 New
CWM
481
Castle Wealth Management
Florida
$2.65M – – –
SL
482
Savior LLC
Massachusetts
$2.64M +$454K +3,035 +21%
RA
483
Rational Advisors
New York
$2.64M +$1.63M +10,866 +166%
BFG
484
Baron Financial Group
New Jersey
$2.64M +$19.3K +129 +0.7%
ACA
485
Affinity Capital Advisors
California
$2.62M – – –
EWM
486
Evermay Wealth Management
Virginia
$2.59M – – –
IC
487
IEQ Capital
California
$2.59M +$196K +1,309 +8%
WAL
488
W Advisors LLC
Tennessee
$2.54M +$423K +2,825 +20%
PO
489
Private Ocean
California
$2.53M -$47.6K -318 -2%
RIA
490
Realta Investment Advisors
Delaware
$2.52M +$7.63K +51 +0.3%
CA
491
Clearstead Advisors
Ohio
$2.52M +$2.54K +17 +0.1%
BMCM
492
Bryn Mawr Capital Management
Pennsylvania
$2.49M +$1.05K +7 +0%
WSFS
493
Wilmington Savings Fund Society
Delaware
$2.49M -$123K -821 -5%
WWM
494
Western Wealth Management
Colorado
$2.48M -$3M -20,011 -55%
FHB
495
First Hawaiian Bank
Hawaii
$2.47M – – –
IWA
496
Icon Wealth Advisors
Texas
$2.46M – – –
PPC
497
Park Place Capital
Alabama
$2.45M +$2.42M +16,180 New
BTI
498
Blue Trust Inc
Georgia
$2.44M +$183K +1,221 +7%
CCM
499
Colorado Capital Management
Colorado
$2.43M +$52.5K +351 +2%
GPFA
500
Game Plan Financial Advisors
Ohio
$2.42M – – –
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