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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
601
Investmark Advisory Group
Connecticut
$1.56M +$808K +5,398 +111%
DFS
602
Dixon Fnancial Services
California
$1.55M – – –
UL
603
Unionview LLC
Washington
$1.55M +$31.6K +211 +2%
VA
604
Valmark Advisers
Ohio
$1.54M +$7.63K +51 +0.5%
MCM
605
Mitchell Capital Management
Kansas
$1.54M +$311K +2,075 +26%
LWAC
606
Laurel Wealth Advisors (California)
California
$1.54M -$49.2K -329 -3%
EI
607
Ellevest Inc
New York
$1.54M +$32.9K +220 +2%
WLPWM
608
Walled Lake Planning & Wealth Management
Illinois
$1.53M +$1.06M +7,098 +236%
SFA
609
Seneca Financial Advisors
New York
$1.53M -$11.2K -75 -0.7%
AWM
610
Angeles Wealth Management
California
$1.53M +$1.46M +9,730 +2,780%
BP
611
BBR Partners
New York
$1.52M – – –
JIR
612
James Investment Research
Ohio
$1.52M -$34.3K -229 -2%
FLPIM
613
F.L. Putnam Investment Management
Massachusetts
$1.51M -$38.9K -260 -3%
MCA
614
Maryland Capital Advisors
Maryland
$1.51M -$1.65K -11 -0.1%
AWA
615
Aaron Wealth Advisors
Illinois
$1.51M +$968K +6,464 +184%
CFA
616
Cahill Financial Advisors
Minnesota
$1.51M -$40.9K -273 -3%
GG
617
GenWealth Group
New Jersey
$1.5M -$51.8K -346 -3%
MIM
618
Miller Investment Management
Pennsylvania
$1.5M +$1.48M +9,868 New
SFS
619
Summit Financial Strategies
Ohio
$1.49M – – –
EPA
620
Element Pointe Advisors
Florida
$1.48M +$403K +2,691 +38%
FPF
621
First Pacific Financial
Washington
$1.48M -$63.6K -425 -4%
NHC
622
Nicholas Hoffman & Company
Georgia
$1.47M +$428K +2,859 +42%
WCP
623
Wick Capital Partners
Pennsylvania
$1.47M -$285K -1,904 -16%
CT
624
Colonial Trust
South Carolina
$1.46M +$143K +954 +11%
VCP
625
Vista Capital Partners
Oregon
$1.46M -$159K -1,061 -10%
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