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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
601
Quadrant Private Wealth Management
Pennsylvania
$1.52M +$6.72K +41 +0.5%
UL
602
Unionview LLC
Washington
$1.51M +$1.48M +9,007 New
ARC
603
Advisor Resource Council
Texas
$1.51M -$768K -4,690 -34%
AFA
604
American Financial Advisors
Georgia
$1.5M -$134K -819 -8%
GF
605
Gries Financial
Ohio
$1.5M +$173K +1,058 +13%
MHI
606
Miller Howard Investments
New York
$1.5M +$1.05M +6,398 +252%
BDFN
607
Bond & Devick Financial Network
Minnesota
$1.47M +$129K +788 +10%
IB
608
Intrust Bank
Kansas
$1.46M – – –
SQA
609
Simon Quick Advisors
New Jersey
$1.46M -$6.82M -41,601 -83%
VA
610
Valmark Advisers
Ohio
$1.46M -$15.4K -94 -1%
AIM
611
Anchor Investment Management
South Carolina
$1.45M +$44.1K +269 +3%
LFG
612
Larson Financial Group
Missouri
$1.44M -$80.9K -494 -5%
GC
613
Grimes & Company
Massachusetts
$1.41M +$49.5K +302 +4%
PA
614
Pinnacle Associates
New York
$1.41M – – –
5L
615
55I LLC
Massachusetts
$1.4M -$790K -4,822 -37%
CPA
616
Capital Planning Advisors
California
$1.4M +$1.36M +8,326 New
CGL
617
Clarius Group LLC
Washington
$1.4M – – –
OCG
618
Opus Capital Group
Ohio
$1.4M +$133K +810 +11%
MA
619
Maxele Advisors
Missouri
$1.39M +$1.36M +8,289 New
SI
620
Saxon Interests
Texas
$1.39M +$1.34M +8,164 New
SCI
621
Stableford Capital II
Arizona
$1.38M -$17.2K -105 -1%
RWA
622
Ropes Wealth Advisors
Massachusetts
$1.37M +$28.8K +176 +2%
CAMG
623
CWA Asset Management Group
Florida
$1.36M +$7.37K +45 +0.6%
PPP
624
Private Portfolio Partners
New Jersey
$1.35M +$12.5K +76 +1%
AWA
625
Amplius Wealth Advisors
Pennsylvania
$1.35M +$1.32M +8,033 New
23 24
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