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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
576
Northeast Financial Consultants
Connecticut
$2.14M -$93K -485 -4%
CNBT
577
Canandaigua National Bank & Trust
New York
$2.12M -$4.99K -26 -0.2%
PGFC
578
Peapack-Gladstone Financial Corp
New Jersey
$2.12M +$959 +5 +0%
CFO
579
Custos Family Office
Texas
$2.11M -$226K -1,178 -9%
I
580
InvesTrust
Oklahoma
$2.11M +$2.19M +11,411 New
WDG
581
Wealth Dimensions Group
Ohio
$2.11M -$24.2K -126 -1%
CAC
582
Certified Advisory Corp
Florida
$2.1M +$31.5K +164 +1%
BCM
583
Becker Capital Management
Oregon
$2.06M -$1.1M -5,715 -34%
USCWA
584
U.S. Capital Wealth Advisors
Texas
$2.05M +$696K +3,627 +49%
JWM
585
JFG Wealth Management
Colorado
$2.05M -$80K -417 -4%
GF
586
Gries Financial
Ohio
$2.05M +$51.8K +270 +3%
SWM
587
SilverOak Wealth Management
Minnesota
$2.04M – – –
FWTB
588
First Western Trust Bank
Colorado
$2.01M -$642K -3,346 -24%
BHBT
589
Burke & Herbert Bank & Trust
Virginia
$2.01M -$10.6K -55 -0.5%
CA
590
CGN Advisors
Kansas
$2M +$34.1K +178 +2%
BDFN
591
Bond & Devick Financial Network
Minnesota
$2M – – –
FWP
592
FAS Wealth Partners
Kansas
$2M -$37K -193 -2%
AA
593
AlphaCentric Advisors
Puerto Rico
$1.98M +$2.05M +10,710 New
MLM
594
Mount Lucas Management
Pennsylvania
$1.98M +$2.05M +10,710 New
CW
595
CreativeOne Wealth
Kansas
$1.98M +$33.4K +174 +2%
PFM
596
Phillips Financial Management
Indiana
$1.98M – – –
CAG
597
Centerpoint Advisory Group
Kansas
$1.97M +$2.04M +10,655 New
IAIM
598
International Assets Investment Management
Florida
$1.97M +$625K +3,256 +44%
VFP
599
Verus Financial Partners
Virginia
$1.97M +$192 +1 +0%
MWA
600
Monograph Wealth Advisors
California
$1.97M -$463K -2,412 -19%
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