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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
$1.51M +$256K +1,674 +21%
LGG
577
Luts & Greenleigh Group
Maryland
$1.51M +$68K +445 +5%
GF
578
Gries Financial
Ohio
$1.51M +$22.6K +148 +2%
LWCFA
579
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.5M +$131K +858 +10%
WLPWM
580
Walled Lake Planning & Wealth Management
Illinois
$1.49M +$30.9K +202 +2%
BSSFA
581
Baron Silver Stevens Financial Advisors
Florida
$1.48M +$34.4K +225 +2%
CFA
582
Cahill Financial Advisors
Minnesota
$1.48M -$72K -471 -5%
HS
583
Horan Securities
United States
$1.48M -$764 -5 -0.1%
AWM
584
Apollon Wealth Management
South Carolina
$1.48M +$578K +3,782 +68%
AP
585
Adero Partners
California
$1.47M – – –
LDB
586
Lee, Danner & Bass
Tennessee
$1.47M +$25.2K +165 +2%
AIM
587
Anchor Investment Management
South Carolina
$1.44M -$28.1K -184 -2%
CSPAM
588
Cary Street Partners Asset Management
Virginia
$1.44M +$787K +5,150 +130%
SC
589
Steph & Co
Wisconsin
$1.43M -$56.4K -369 -4%
ACM
590
Alamar Capital Management
California
$1.43M – – –
TWA
591
TCI Wealth Advisors
Arizona
$1.42M -$3.06K -20 -0.2%
BAG
592
Briggs Advisory Group
Rhode Island
$1.41M -$10.7K -70 -0.8%
LFAS
593
Level Four Advisory Services
Texas
$1.39M -$124K -812 -8%
BC
594
Barrett & Company
Rhode Island
$1.38M +$38.4K +251 +3%
GFP
595
Gryphon Financial Partners
Ohio
$1.38M -$3.36K -22 -0.3%
ES
596
Eagle Strategies
New York
$1.38M +$104K +680 +8%
BCM
597
Brookstone Capital Management
Illinois
$1.38M -$139K -906 -9%
JPG
598
Jordan Park Group
California
$1.37M -$4.89K -32 -0.4%
GLA
599
Great Lakes Advisors
Illinois
$1.37M -$140K -919 -10%
PTC
600
Private Trust Company
Ohio
$1.37M -$5.66K -37 -0.4%
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