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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
576
Iconiq Capital
California
$2.14M – – –
BHBT
577
Burke & Herbert Bank & Trust
Virginia
$2.13M -$78.2K -393 -4%
SC
578
SouthState Corp
Florida
$2.11M -$295K -1,481 -13%
BDFN
579
Bond & Devick Financial Network
Minnesota
$2.09M -$63.1K -317 -3%
WFA
580
WestHill Financial Advisors
California
$2.09M -$12.7K -64 -0.6%
AF
581
Affiance Financial
Minnesota
$2.09M – – –
SCTC
582
Sanibel Captiva Trust Company
Florida
$2.08M +$37.6K +189 +2%
PCG
583
Prosperity Consulting Group
Maryland
$2.08M +$997K +5,010 +96%
JA
584
JVL Associates
Michigan
$2.08M – – –
ARG
585
Advisory Resource Group
Oklahoma
$2.08M +$473K +2,380 +30%
BP
586
BBR Partners
New York
$2.07M -$23.3K -117 -1%
NAAA
587
New Age Alpha Advisors
New York
$2.06M -$997K -5,010 -33%
EPA
588
Element Pointe Advisors
Florida
$2.05M +$60.3K +303 +3%
AT
589
American Trust
Kentucky
$2.04M -$705K -3,544 -26%
WLPWM
590
Walled Lake Planning & Wealth Management
Illinois
$2.04M -$8.55K -43 -0.4%
MCM
591
Mattern Capital Management
Colorado
$2.04M – – –
LDB
592
Lee, Danner & Bass
Tennessee
$2.04M – – –
APP
593
Avantax Planning Partners
Iowa
$2.02M -$93.3K -469 -5%
SC
594
Sapient Capital
Indiana
$2.02M -$4.97K -25 -0.3%
CWP
595
Cyndeo Wealth Partners
Florida
$1.99M +$199 +1 +0%
IIL
596
Insight Inv LLC
California
$1.99M -$68.8K -346 -3%
GJIA
597
Glass Jacobson Investment Advisors
Maryland
$1.99M +$88.5K +445 +5%
SFS
598
Summit Financial Strategies
Ohio
$1.98M +$7.56K +38 +0.4%
I
599
InvesTrust
Oklahoma
$1.98M -$125K -630 -6%
QWP
600
Quotient Wealth Partners
Texas
$1.95M +$11.7K +59 +0.6%
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