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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WS
601
Wedbush Securities
California
$1.83M -$37.7K -198 -2%
SFS
602
Summit Financial Strategies
Ohio
$1.82M – – –
GJIA
603
Glass Jacobson Investment Advisors
Maryland
$1.82M – – –
QWP
604
Quotient Wealth Partners
Texas
$1.8M -$10.7K -56 -0.6%
SC
605
Steph & Co
Wisconsin
$1.8M -$2.29K -12 -0.1%
CWP
606
Cyndeo Wealth Partners
Florida
$1.78M +$954K +5,007 +113%
BFA
607
Benedict Financial Advisors
Georgia
$1.76M +$6.67K +35 +0.4%
BCWM
608
Bartlett & Co Wealth Management
Ohio
$1.75M +$1.32M +6,956 +295%
MFGP
609
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.73M -$56.2K -295 -3%
SWA
610
Sax Wealth Advisors
New Jersey
$1.73M +$239K +1,257 +16%
M
611
MYeCFO
California
$1.72M – – –
CAG
612
Curtis Advisory Group
California
$1.72M +$1.74M +9,127 New
IA
613
IFC Advisors
California
$1.69M – – –
MCA
614
Maryland Capital Advisors
Maryland
$1.69M – – –
PP
615
Prosperity Planning
Missouri
$1.69M -$35.8K -188 -2%
KWS
616
Keystone Wealth Services
California
$1.67M +$2.29K +12 +0.1%
NLP
617
Next Level Private
New York
$1.67M +$1.33K +7 +0.1%
MCM
618
Mattern Capital Management
Colorado
$1.67M – – –
NIM
619
Northeast Investment Management
Massachusetts
$1.67M – – –
NFG
620
Nations Financial Group
Iowa
$1.66M -$224K -1,175 -12%
PA
621
Parkside Advisors
California
$1.66M -$70.3K -369 -4%
RLIM
622
Red Lighthouse Investment Management
New York
$1.66M +$1.52M +7,962 +609%
BWMG
623
Bannerman Wealth Management Group
Texas
$1.66M -$26.9K -141 -2%
FT
624
Fiduciary Trust
Massachusetts
$1.65M +$72K +378 +5%
MWP
625
MYCIO Wealth Partners
Pennsylvania
$1.64M -$621K -3,260 -27%
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