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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MP
601
McDonald Partners
Ohio
$1.37M -$235K -1,500 -14%
BWM
602
BT Wealth Management
Georgia
$1.36M – – –
SCI
603
Stableford Capital II
Arizona
$1.34M – – –
CIA
604
Choate Investment Advisors
Massachusetts
$1.34M – – –
WP
605
WealthShield Partners
North Carolina
$1.34M +$362K +2,313 +34%
DWM
606
Dakota Wealth Management
Florida
$1.33M -$102K -652 -7%
LDB
607
Lee, Danner & Bass
Tennessee
$1.33M – – –
GTCM
608
Gyon Technologies Capital Management
New Jersey
$1.32M +$1.43M +9,125 New
EPA
609
Element Pointe Advisors
Florida
$1.32M +$319K +2,041 +29%
SFA
610
Seneca Financial Advisors
New York
$1.32M +$217K +1,388 +18%
CWM
611
Centric Wealth Management
Illinois
$1.32M -$6.73K -43 -0.5%
BAG
612
Briggs Advisory Group
Rhode Island
$1.31M – – –
IB
613
Intrust Bank
Kansas
$1.31M +$16.6K +106 +1%
AIM
614
Anchor Investment Management
South Carolina
$1.31M +$89.3K +571 +7%
ARC
615
Advisor Resource Council
Texas
$1.29M +$284K +1,814 +26%
EFS
616
Essex Financial Services
Connecticut
$1.28M +$96.2K +615 +7%
AWM
617
Apollon Wealth Management
South Carolina
$1.28M +$61.3K +392 +5%
GF
618
Gries Financial
Ohio
$1.28M -$23K -147 -2%
SPC
619
Sigma Planning Corp
Michigan
$1.28M -$649K -4,147 -32%
AFA
620
American Financial Advisors
Georgia
$1.27M +$2.66K +17 +0.2%
RWA
621
Ropes Wealth Advisors
Massachusetts
$1.27M +$27.5K +176 +2%
AIP
622
Ameritas Investment Partners
Nebraska
$1.26M +$164K +1,046 +14%
HHRDM
623
H&H Retirement Design & Management
Nevada
$1.25M -$35K -224 -3%
SC
624
Steph & Co
Wisconsin
$1.24M +$22.2K +142 +2%
TNA
625
True North Advisors
Texas
$1.24M -$19.6K -125 -1%
23 24
25
26 27