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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
501
Opes Wealth Management
California
$3.43M +$2.07K +10 +0.1%
IA
502
Integrity Alliance
Iowa
$3.43M +$3.16M +15,285 +1,518%
CSP
503
Cary Street Partners
Virginia
$3.42M +$67.3K +326 +2%
SW
504
Simplicity Wealth
New Jersey
$3.36M -$565K -2,734 -15%
TFCP
505
Twin Focus Capital Partners
Massachusetts
$3.35M – – –
ACIM
506
Azimuth Capital Investment Management
Michigan
$3.35M -$103K -500 -3%
AA
507
Ancora Advisors
Ohio
$3.34M +$39.7K +192 +1%
VCA
508
Verdence Capital Advisors
Maryland
$3.34M +$348K +1,683 +12%
MFG
509
Magnus Financial Group
New York
$3.32M -$317K -1,537 -9%
GPFA
510
Game Plan Financial Advisors
Ohio
$3.32M +$31K +150 +1%
WWM
511
Western Wealth Management
Colorado
$3.32M +$33K +160 +1%
AWM
512
Axxcess Wealth Management
California
$3.29M +$509K +2,462 +19%
TDWM
513
Topel & Distasi Wealth Management
California
$3.28M +$19.6K +95 +0.6%
LCM
514
Logan Capital Management
Pennsylvania
$3.24M +$2.36M +11,418 +285%
CCM
515
Colorado Capital Management
Colorado
$3.23M -$10.1K -49 -0.3%
AIM
516
Allen Investment Management
New York
$3.19M – – –
NAAA
517
New Age Alpha Advisors
New York
$3.19M +$1.05M +5,084 +50%
QWM
518
Quadcap Wealth Management
Texas
$3.19M -$88.4K -428 -3%
PFA
519
Pathway Financial Advisors
Vermont
$3.17M – – –
MCM
520
Mainstream Capital Management
California
$3.16M -$329K -1,594 -10%
BIS
521
BG Investment Services
Guam
$3.15M -$76.4K -370 -2%
IA
522
Invested Advisors
Pennsylvania
$3.14M +$1.04M +5,015 +51%
NAM
523
NTV Asset Management
West Virginia
$3.14M -$120K -579 -4%
WWA
524
WCG Wealth Advisors
Nevada
$3.13M +$490K +2,372 +19%
DWP
525
Destiny Wealth Partners
Florida
$3.13M – – –
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