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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
551
GAMCO Investors
Connecticut
$2.33M – – –
EWM
552
Evercore Wealth Management
New York
$2.33M -$46.3K -250 -2%
FDCP
553
Foster Dykema Cabot & Partners
Massachusetts
$2.31M -$50.6K -273 -2%
SC
554
SouthState Corp
Florida
$2.3M -$302K -1,629 -12%
BFG
555
Baron Financial Group
New Jersey
$2.29M -$23.1K -125 -1%
FFO
556
Fiduciary Family Office
Florida
$2.29M +$2.18M +11,774 New
ZBNA
557
Zions Bancorporation, National Association
Utah
$2.28M -$38.3K -207 -2%
CWMP
558
Clarion Wealth Managment Partners
Virginia
$2.24M +$2.13M +11,517 New
FFA
559
Farther Finance Advisors
California
$2.21M +$291K +1,572 +16%
IFPG
560
Intrepid Financial Planning Group
Indiana
$2.2M -$1.11K -6 -0.1%
GC
561
Grimes & Company
Massachusetts
$2.19M +$8.33K +45 +0.4%
CNBT
562
Canandaigua National Bank & Trust
New York
$2.18M -$40.4K -218 -2%
NFC
563
Northeast Financial Consultants
Connecticut
$2.18M – – –
SWM
564
SilverOak Wealth Management
Minnesota
$2.17M – – –
WDG
565
Wealth Dimensions Group
Ohio
$2.17M -$30.9K -167 -1%
GF
566
Gries Financial
Ohio
$2.16M +$11.3K +61 +0.6%
CA
567
CGN Advisors
Kansas
$2.15M +$54.5K +294 +3%
PGFC
568
Peapack-Gladstone Financial Corp
New Jersey
$2.12M -$93K -502 -4%
FWP
569
FAS Wealth Partners
Kansas
$2.12M +$51.3K +277 +3%
BCM
570
Brookstone Capital Management
Illinois
$2.12M +$174K +939 +9%
MCM
571
Manchester Capital Management
Vermont
$2.11M -$3.65M -19,698 -64%
BHBT
572
Burke & Herbert Bank & Trust
Virginia
$2.11M – – –
VFP
573
Verus Financial Partners
Virginia
$2.11M +$185 +1 +0%
AWM
574
AE Wealth Management
Kansas
$2.11M +$134K +721 +7%
EIA
575
Eldridge Investment Advisors
New Hampshire
$2.1M – – –
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