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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SYBT
601
Stock Yards Bank & Trust
Kentucky
$858K +$194K +1,511 +32%
NG
602
Northstar Group
New York
$856K +$86.2K +672 +12%
BTW
603
Boston Trust Walden
Massachusetts
$844K -$11.5K -90 -1%
SWM
604
Soundmark Wealth Management
Washington
$844K +$792K +6,171 New
AG
605
Appleton Group
Wisconsin
$835K – – –
GTAM
606
Global Trust Asset Management
Florida
$834K +$380K +2,963 +95%
MFG
607
Magnus Financial Group
New York
$831K +$780K +6,080 New
HPA
608
High Probability Advisors
New York
$827K +$776K +6,050 New
CWAF
609
Core Wealth Advisors (Florida)
Florida
$827K -$513 -4 -0.1%
APA
610
American Portfolios Advisors
New York
$825K -$201K -1,565 -21%
MWM
611
Mascoma Wealth Management
New Hampshire
$820K +$770K +6,000 New
EVM
612
Eaton Vance Management
Massachusetts
$819K +$184K +1,431 +31%
IC
613
Intersect Capital
California
$807K -$1.03K -8 -0.1%
PFG
614
Pacific Financial Group
Washington
$807K +$10.1K +79 +1%
RPWA
615
Regent Peak Wealth Advisors
Georgia
$802K +$204K +1,592 +37%
AWE
616
Avidian Wealth Enterprises
Texas
$798K +$309K +2,410 +70%
PA
617
Procyon Advisors
Connecticut
$793K +$281K +2,193 +61%
CRC
618
Curi RMB Capital
Illinois
$789K -$6.29K -49 -0.8%
CI
619
CX Institutional
Indiana
$784K +$589K +4,593 +403%
GG
620
Gofen & Glossberg
Illinois
$779K -$24K -187 -3%
CBN
621
Cadence Bank NA
Texas
$778K +$176K +1,373 +32%
B
622
Bailard
California
$772K – – –
WA
623
Wealth Architects
California
$770K +$350K +2,727 +94%
UR
624
USCA RIA
Texas
$769K +$167K +1,305 +30%
SWA
625
Sax Wealth Advisors
New Jersey
$762K +$715K +5,577 New
23 24
25
26 27