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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
576
Arkadios Wealth Advisors
Georgia
$1.67M +$209K +1,277 +15%
MFW
577
Meristem Family Wealth
Minnesota
$1.64M – – –
TWA
578
TCI Wealth Advisors
Arizona
$1.63M -$24.1K -147 -1%
FLPIM
579
F.L. Putnam Investment Management
Massachusetts
$1.63M +$19.3K +118 +1%
HHRDM
580
H&H Retirement Design & Management
Nevada
$1.62M -$5.23M -31,893 -76%
KPWS
581
Kestra Private Wealth Services
Texas
$1.62M +$157K +957 +11%
CFG
582
Citizens Financial Group
Rhode Island
$1.62M +$439K +2,678 +39%
WG
583
Watchman Group
Texas
$1.61M -$8.19K -50 -0.5%
KCM
584
Kornitzer Capital Management
Kansas
$1.59M -$352K -2,150 -18%
CL
585
CPWM LLC
Washington
$1.59M – – –
BWM
586
BT Wealth Management
Georgia
$1.57M – – –
WMA
587
West Michigan Advisors
Michigan
$1.57M +$1.53M +9,323 New
SPC
588
Sigma Planning Corp
Michigan
$1.56M +$38.8K +237 +3%
EI
589
Ellevest Inc
New York
$1.56M -$113K -690 -7%
SFG
590
Summit Financial Group
West Virginia
$1.55M +$668K +4,078 +79%
BCM
591
Brookstone Capital Management
Illinois
$1.54M +$536K +3,273 +56%
CC
592
Cypress Capital
Tennessee
$1.54M +$196K +1,196 +15%
BSSFA
593
Baron Silver Stevens Financial Advisors
Florida
$1.54M -$49.2K -300 -3%
HWIS
594
Hancock Whitney Investment Services
Louisiana
$1.54M +$1.5M +9,171 New
LDB
595
Lee, Danner & Bass
Tennessee
$1.54M – – –
EFSCE
596
Enterprise Financial Services Corp (EFSC)
Missouri
$1.53M -$24.2K -148 -2%
AP
597
Adero Partners
California
$1.53M – – –
BRWA
598
B. Riley Wealth Advisors
Florida
$1.53M +$153K +934 +11%
TNA
599
True North Advisors
Texas
$1.52M -$47K -287 -3%
BAG
600
Briggs Advisory Group
Rhode Island
$1.52M +$1.48M +9,059 New
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