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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
601
CJM Wealth Advisers
Virginia
$1.96M -$59.8K -312 -3%
APP
602
Avantax Planning Partners
Iowa
$1.95M -$4.6K -24 -0.2%
TFA
603
Tobias Financial Advisors
Florida
$1.95M -$78.6K -410 -4%
WFA
604
WestHill Financial Advisors
California
$1.95M -$76.5K -399 -4%
IC
605
Iconiq Capital
California
$1.94M +$2.01M +10,489 New
JCM
606
Janney Capital Management
Pennsylvania
$1.94M +$2.01M +10,469 New
AF
607
Affiance Financial
Minnesota
$1.93M – – –
EI
608
Ellevest Inc
New York
$1.92M +$959 +5 +0%
WLPWM
609
Walled Lake Planning & Wealth Management
Illinois
$1.91M -$1.15K -6 -0.1%
EIA
610
Eldridge Investment Advisors
New Hampshire
$1.9M -$14K -73 -0.7%
JA
611
JVL Associates
Michigan
$1.89M -$6.14K -32 -0.3%
LDB
612
Lee, Danner & Bass
Tennessee
$1.88M +$129K +675 +7%
BCM
613
Brookstone Capital Management
Illinois
$1.87M -$90.3K -471 -4%
FLPIM
614
F.L. Putnam Investment Management
Massachusetts
$1.87M -$181K -944 -9%
QCM
615
QRG Capital Management
Illinois
$1.86M +$742K +3,866 +62%
BP
616
BBR Partners
New York
$1.86M – – –
NFG
617
Nations Financial Group
Iowa
$1.86M +$61.8K +322 +3%
WS
618
Wedbush Securities
California
$1.84M +$173K +900 +10%
GC
619
Grimes & Company
Massachusetts
$1.83M -$959 -5 -0.1%
PA
620
Pinnacle Associates
New York
$1.83M +$36.3K +189 +2%
VAS
621
Vestmark Advisory Solutions
Massachusetts
$1.82M +$1.89M +9,845 New
IIL
622
Insight Inv LLC
California
$1.82M +$1.89M +9,834 New
GJIA
623
Glass Jacobson Investment Advisors
Maryland
$1.82M +$214K +1,114 +13%
EPA
624
Element Pointe Advisors
Florida
$1.81M – – –
ML
625
McAdam LLC
Pennsylvania
$1.8M -$115K -601 -6%
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