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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
DFS
551
Dixon Fnancial Services
California
$1.61M – – –
RCM
552
RNC Capital Management
California
$1.61M +$138K +900 +10%
SPC
553
Sigma Planning Corp
Michigan
$1.61M -$159K -1,038 -9%
AWM
554
Angeles Wealth Management
California
$1.59M – – –
BP
555
BBR Partners
New York
$1.59M – – –
FMWA
556
Forvis Mazars Wealth Advisors
Missouri
$1.57M -$225K -1,469 -13%
GC
557
Grimes & Company
Massachusetts
$1.57M +$51.7K +338 +4%
RWA
558
Ropes Wealth Advisors
Massachusetts
$1.56M +$177K +1,156 +13%
BFA
559
Benedict Financial Advisors
Georgia
$1.56M -$106K -691 -7%
DWM
560
Darwin Wealth Management
Florida
$1.56M +$273K +1,788 +22%
MIM
561
Miller Investment Management
Pennsylvania
$1.56M – – –
SFS
562
Summit Financial Strategies
Ohio
$1.55M – – –
GG
563
GenWealth Group
New Jersey
$1.55M – – –
CT
564
Coastline Trust
Rhode Island
$1.54M -$79.2K -518 -5%
SXL
565
Summit X LLC
Missouri
$1.54M -$104K -680 -7%
EPA
566
Element Pointe Advisors
Florida
$1.54M – – –
WS
567
Wedbush Securities
California
$1.54M -$612K -4,004 -29%
HH
568
Hilltop Holdings
Texas
$1.54M -$13.9K -91 -0.9%
PPC
569
Park Place Capital
Alabama
$1.53M -$78.6K -514 -5%
AWA
570
Aaron Wealth Advisors
Illinois
$1.53M – – –
MCA
571
Maryland Capital Advisors
Maryland
$1.52M -$8.87K -58 -0.6%
CG
572
Clifford Group
Massachusetts
$1.52M -$62.1K -406 -4%
API
573
Advisor Partners II
California
$1.52M +$1.47M +9,628 New
EFS
574
Essex Financial Services
Connecticut
$1.52M +$38.8K +254 +3%
VCP
575
Vista Capital Partners
Oregon
$1.52M – – –
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