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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
601
EverSource Wealth Advisors
Alabama
$1.36M +$62.4K +408 +5%
WA
602
Wealth Alliance
New York
$1.36M +$1.32M +8,644 New
LA
603
Legacy Advisors
Pennsylvania
$1.36M +$844K +5,520 +179%
KWS
604
Keystone Wealth Services
California
$1.36M +$1.83K +12 +0.1%
TNA
605
True North Advisors
Texas
$1.35M -$35K -229 -3%
AHC
606
Anderson Hoagland & Co
Missouri
$1.35M – – –
TP
607
Tranquility Partners
Tennessee
$1.34M +$670K +4,385 +107%
CT
608
Colonial Trust
South Carolina
$1.33M – – –
PFA
609
Pure Financial Advisors
California
$1.33M +$22.9K +150 +2%
VCM
610
Virtue Capital Management
Tennessee
$1.33M +$32.3K +211 +3%
CFG
611
Citizens Financial Group
Rhode Island
$1.32M -$333K -2,177 -21%
RDWM
612
Red Door Wealth Management
Tennessee
$1.31M +$901K +5,895 +243%
CGL
613
Clarius Group LLC
Washington
$1.31M – – –
IB
614
Intrust Bank
Kansas
$1.31M -$41K -268 -3%
AFA
615
American Financial Advisors
Georgia
$1.31M -$45.3K -296 -3%
SI
616
Saxon Interests
Texas
$1.3M -$561K -3,671 -31%
IAIM
617
International Assets Investment Management
Florida
$1.3M +$17K +111 +1%
RW
618
RVW Wealth
California
$1.3M -$30.3K -198 -2%
ADL
619
Asset Dedication LLC
California
$1.27M +$74K +484 +6%
LFG
620
Larson Financial Group
Missouri
$1.27M -$50.9K -333 -4%
SMA
621
Seven Mile Advisory
New Jersey
$1.26M +$1.22M +7,981 New
NLP
622
Next Level Private
New York
$1.25M +$459 +3 +0%
DWM
623
Dakota Wealth Management
Florida
$1.25M +$17.6K +115 +1%
SVWAG
624
Sound View Wealth Advisors Group
Georgia
$1.24M -$40.5K -265 -3%
PFP
625
Paragon Financial Partners
California
$1.24M +$1.68K +11 +0.1%
23 24
25
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