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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
551
Carret Asset Management
New York
$1.58M +$39.3K +251 +2%
FT
552
Fiduciary Trust
Massachusetts
$1.57M – – –
CAAS
553
Capital Asset Advisory Services
Michigan
$1.56M +$615K +3,933 +57%
ACA
554
Atlas Capital Advisors
Wyoming
$1.56M – – –
CFA
555
Cahill Financial Advisors
Minnesota
$1.55M -$62.1K -397 -4%
VCP
556
Vista Capital Partners
Oregon
$1.54M – – –
NLG
557
New Legacy Group
New York
$1.54M – – –
MWA
558
Monograph Wealth Advisors
California
$1.54M – – –
MSWMA
559
Market Street Wealth Management Advisors
Indiana
$1.53M -$59.6K -381 -3%
KPWS
560
Kestra Private Wealth Services
Texas
$1.53M +$151K +965 +10%
LWCFA
561
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.52M – – –
LWAC
562
Laurel Wealth Advisors (California)
California
$1.52M -$38.2K -244 -2%
JF
563
Jump Financial
Illinois
$1.51M -$2.34M -14,933 -59%
FWP
564
FAS Wealth Partners
Kansas
$1.5M +$21.7K +139 +1%
AWM
565
Atticus Wealth Management
Florida
$1.5M -$343K -2,191 -18%
TSW
566
Thompson Siegel & Walmsley
Virginia
$1.49M -$212K -1,354 -12%
RFA
567
Resurgent Financial Advisors
Georgia
$1.48M +$1.31M +8,355 +443%
GG
568
GenWealth Group
New Jersey
$1.48M -$49.9K -319 -3%
DFS
569
Dixon Fnancial Services
California
$1.48M – – –
FPF
570
First Pacific Financial
Washington
$1.47M +$1.59M +10,160 New
EAM
571
Evanson Asset Management
California
$1.47M -$18.3K -117 -1%
BWM
572
Baystate Wealth Management
Massachusetts
$1.47M -$84.6K -541 -5%
VA
573
Valmark Advisers
Ohio
$1.47M +$85.4K +546 +6%
MCA
574
Maryland Capital Advisors
Maryland
$1.45M -$1.72K -11 -0.1%
ZIM
575
Zacks Investment Management
Illinois
$1.45M +$708K +4,524 +83%
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