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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
JIC
501
Joel Isaacson & Co
New York
$2.87M +$113K +568 +4%
CWA
502
Cornerstone Wealth Advisors
Minnesota
$2.85M -$70.2K -353 -2%
SBWIC
503
Schaper Benz & Wise Investment Counsel
Wisconsin
$2.85M – – –
PFA
504
Pure Financial Advisors
California
$2.83M -$155K -780 -5%
SB
505
SIG Brokerage
New York
$2.83M – – –
GJWM
506
Gilliland Jeter Wealth Management
Arkansas
$2.82M +$82.4K +414 +3%
CC
507
Courier Capital
New York
$2.81M -$30.8K -155 -1%
AWM
508
Apollon Wealth Management
South Carolina
$2.8M +$10.9K +55 +0.4%
SFB
509
STAR Financial Bank
Indiana
$2.78M -$125K -630 -4%
CWM
510
Cahaba Wealth Management
Georgia
$2.77M +$94.7K +476 +4%
JCM
511
J2 Capital Management
Michigan
$2.77M -$47.5K -239 -2%
MF
512
Montis Financial
Massachusetts
$2.76M +$2.42M +12,165 +862%
MFWP
513
Mosaic Family Wealth Partners
Missouri
$2.76M -$1.59K -8 -0.1%
DAS
514
Dynamic Advisor Solutions
Arizona
$2.76M -$3.83M -19,233 -59%
MOS
515
MGO One Seven
Ohio
$2.76M +$1.31M +6,603 +95%
SC
516
Summa Corp
Texas
$2.72M – – –
ATC
517
Argent Trust Co
Tennessee
$2.7M -$560K -2,813 -18%
AWM
518
Axxcess Wealth Management
California
$2.69M +$73K +367 +3%
KCM
519
Kanawha Capital Management
Virginia
$2.68M -$69.6K -350 -3%
PWP
520
Precedent Wealth Partners
Texas
$2.67M -$13.5K -68 -0.5%
AI
521
Arvest Investments
Arkansas
$2.63M -$816K -4,103 -24%
CVA
522
Central Valley Advisors
California
$2.63M -$11.3K -57 -0.4%
FFN
523
Focus Financial Network
Minnesota
$2.62M +$7.56K +38 +0.3%
GA
524
GFS Advisors
Texas
$2.6M -$23.3K -117 -0.9%
GSAM
525
Grant Street Asset Management
Pennsylvania
$2.6M -$10.5K -53 -0.4%
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