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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
526
Clarius Group LLC
Washington
$2.02M – – –
TSW
527
Thompson Siegel & Walmsley
Virginia
$2.02M +$53.2K +304 +3%
CNBT
528
Canandaigua National Bank & Trust
New York
$2.01M +$2.01M +11,516 New
WDG
529
Wealth Dimensions Group
Ohio
$2.01M -$116K -666 -5%
PGFC
530
Peapack-Gladstone Financial Corp
New Jersey
$1.99M -$19.8K -113 -1%
VP
531
Verum Partners
North Carolina
$1.98M -$230K -1,313 -10%
CAG
532
Csenge Advisory Group
Florida
$1.98M +$1.74M +9,925 +701%
FLPIM
533
F.L. Putnam Investment Management
Massachusetts
$1.98M +$124K +710 +7%
CAC
534
Certified Advisory Corp
Florida
$1.96M +$1.97M +11,240 New
WFA
535
WestHill Financial Advisors
California
$1.95M +$38.8K +222 +2%
PFM
536
Phillips Financial Management
Indiana
$1.94M -$25.2K -144 -1%
EWP
537
Elevation Wealth Partners
California
$1.93M +$416K +2,380 +27%
BCM
538
Brookstone Capital Management
Illinois
$1.92M +$93.7K +536 +5%
TFA
539
Tobias Financial Advisors
Florida
$1.92M -$3.5K -20 -0.2%
PA
540
PFG Advisors
Arizona
$1.92M +$797K +4,559 +71%
SWM
541
SilverOak Wealth Management
Minnesota
$1.92M – – –
FWP
542
FAS Wealth Partners
Kansas
$1.92M -$12.6K -72 -0.7%
AFG
543
Allegheny Financial Group
Pennsylvania
$1.91M +$72.4K +414 +4%
BHBT
544
Burke & Herbert Bank & Trust
Virginia
$1.91M +$1.91M +10,925 New
CWA
545
CJM Wealth Advisers
Virginia
$1.88M -$77.5K -443 -4%
EI
546
Ellevest Inc
New York
$1.88M -$80.1K -458 -4%
CA
547
CGN Advisors
Kansas
$1.87M +$21.5K +123 +1%
VFP
548
Verus Financial Partners
Virginia
$1.87M +$175 +1 +0%
CAM
549
Carret Asset Management
New York
$1.86M +$17.7K +101 +1%
MWA
550
Monograph Wealth Advisors
California
$1.85M -$422K -2,412 -19%
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