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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
601
Confluence Wealth Services
Pennsylvania
$1.25M +$44K +293 +3%
TWA
602
TCI Wealth Advisors
Arizona
$1.25M -$64.6K -430 -4%
LDB
603
Lee, Danner & Bass
Tennessee
$1.25M – – –
BAG
604
Briggs Advisory Group
Rhode Island
$1.23M – – –
PWMG
605
Provence Wealth Management Group
California
$1.21M +$194K +1,290 +17%
GF
606
Gries Financial
Ohio
$1.21M +$9.47K +63 +0.7%
IB
607
Intrust Bank
Kansas
$1.2M -$36.4K -242 -3%
RWA
608
Ropes Wealth Advisors
Massachusetts
$1.2M +$6.46K +43 +0.5%
AFA
609
American Financial Advisors
Georgia
$1.18M -$16.2K -108 -1%
WG
610
Watchman Group
Texas
$1.18M -$120K -800 -8%
CT
611
Colonial Trust
South Carolina
$1.18M +$1.3M +8,650 New
BCM
612
Brookstone Capital Management
Illinois
$1.17M -$186K -1,239 -13%
DWM
613
Darwin Wealth Management
Florida
$1.17M -$114K -760 -8%
FMII
614
Farmers & Merchants Investments Inc
Nebraska
$1.16M +$233K +1,552 +22%
MCM
615
Manchester Capital Management
Vermont
$1.16M -$608K -4,047 -32%
PA
616
Pinnacle Associates
New York
$1.15M -$6.46K -43 -0.5%
WI
617
Wintrust Investments
Illinois
$1.15M +$24.6K +164 +2%
KWS
618
Keystone Wealth Services
California
$1.15M – – –
NPF
619
Norris Perne & French
Michigan
$1.14M -$23.1K -154 -2%
MW
620
Marcum Wealth
Ohio
$1.14M -$221K -1,469 -15%
TP
621
Tranquility Partners
Tennessee
$1.13M -$32.8K -218 -3%
LFG
622
Larson Financial Group
Missouri
$1.13M -$19.2K -128 -2%
IA
623
IFP Advisors
Florida
$1.13M +$136K +904 +11%
CGL
624
Clarius Group LLC
Washington
$1.13M – – –
AWM
625
Accurate Wealth Management
Florida
$1.13M +$78.9K +525 +14%
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