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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
UL
526
Unionview LLC
Washington
$1.66M +$110K +710 +7%
WDG
527
Wealth Dimensions Group
Ohio
$1.66M +$463 +3 +0%
BDFN
528
Bond & Devick Financial Network
Minnesota
$1.65M +$19.3K +125 +1%
PP
529
Prosperity Planning
Missouri
$1.64M -$2.93K -19 -0.2%
FT
530
Fiduciary Trust
Massachusetts
$1.64M -$8.8K -57 -0.5%
CAM
531
Carret Asset Management
New York
$1.64M +$154 +1 +0%
VFP
532
Verus Financial Partners
Virginia
$1.62M +$1.85K +12 +0.1%
NLG
533
New Legacy Group
New York
$1.62M – – –
MWA
534
Monograph Wealth Advisors
California
$1.62M -$200K -1,295 -11%
CFG
535
Cooper Financial Group
California
$1.62M -$79.7K -516 -5%
BFA
536
Benedict Financial Advisors
Georgia
$1.61M -$4.63K -30 -0.3%
CFG
537
Citizens Financial Group
Rhode Island
$1.6M -$618 -4 -0%
RLIM
538
Red Lighthouse Investment Management
New York
$1.6M – – –
KF
539
Krilogy Financial
Missouri
$1.59M +$974K +6,307 +152%
SXL
540
Summit X LLC
Missouri
$1.59M -$15M -96,878 -90%
ATC
541
Argent Trust Co
Tennessee
$1.59M -$446K -2,885 -22%
TSW
542
Thompson Siegel & Walmsley
Virginia
$1.58M -$10K -65 -0.6%
CT
543
Coastline Trust
Rhode Island
$1.57M -$397K -2,568 -20%
AWM
544
Arista Wealth Management
Nevada
$1.56M -$174K -1,128 -10%
PPC
545
Park Place Capital
Alabama
$1.56M -$921K -5,961 -37%
DFS
546
Dixon Fnancial Services
California
$1.55M – – –
EI
547
Ellevest Inc
New York
$1.55M +$2.47K +16 +0.2%
AWM
548
Angeles Wealth Management
California
$1.53M – – –
JIR
549
James Investment Research
Ohio
$1.53M +$1.85K +12 +0.1%
BP
550
BBR Partners
New York
$1.53M – – –
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