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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
501
Flywheel Private Wealth
California
$2.79M -$67.2K -353 -2%
LSA
502
Lion Street Advisors
Texas
$2.77M +$286K +1,500 +11%
PFA
503
Pathway Financial Advisors
Vermont
$2.76M +$5.14K +27 +0.2%
BTW
504
Boston Trust Walden
Massachusetts
$2.75M – – –
OC
505
Oarsman Capital
Wisconsin
$2.74M -$1.07M -5,626 -28%
CWM
506
ClientFirst Wealth Management
Arkansas
$2.72M -$190 -1 -0%
IAA
507
Ironsides Asset Advisors
North Carolina
$2.72M -$952 -5 -0%
TC
508
TownSquare Capital
Utah
$2.7M +$512K +2,686 +23%
EAM
509
Evanson Asset Management
California
$2.7M +$160K +839 +6%
GSAM
510
Grant Street Asset Management
Pennsylvania
$2.69M -$7.24K -38 -0.3%
AGP
511
Autumn Glory Partners
Texas
$2.68M -$56K -294 -2%
AWP
512
Ascent Wealth Partners
New York
$2.68M -$8.57K -45 -0.3%
KCM
513
Kanawha Capital Management
Virginia
$2.66M +$96.6K +507 +4%
MFWP
514
Mosaic Family Wealth Partners
Missouri
$2.66M -$19.8K -104 -0.7%
CC
515
Courier Capital
New York
$2.64M +$1M +5,258 +60%
SBWIC
516
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.63M – – –
FFM
517
Forum Financial Management
Illinois
$2.62M -$197K -1,037 -7%
GA
518
GFS Advisors
Texas
$2.61M -$291K -1,527 -10%
NAAA
519
New Age Alpha Advisors
New York
$2.59M +$1.09M +5,713 +71%
GI
520
GAMMA Investing
California
$2.59M +$78.5K +412 +3%
AWM
521
Apollon Wealth Management
South Carolina
$2.56M -$38.9K -204 -1%
BMCM
522
Bryn Mawr Capital Management
Pennsylvania
$2.55M -$784K -4,117 -23%
FFA
523
Founders Financial Alliance
North Carolina
$2.54M -$119K -625 -4%
JIC
524
Joel Isaacson & Co
New York
$2.54M +$138K +727 +6%
SC
525
SouthState Corp
Florida
$2.53M +$767K +4,028 +43%
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