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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
601
Sapient Capital
Indiana
$1.93M -$142K -768 -7%
FWTB
602
First Western Trust Bank
Colorado
$1.93M -$127K -688 -6%
PA
603
Pinnacle Associates
New York
$1.91M -$32.2K -174 -2%
CWP
604
Cyndeo Wealth Partners
Florida
$1.9M +$61.1K +330 +3%
EPA
605
Element Pointe Advisors
Florida
$1.9M – – –
SFS
606
Summit Financial Strategies
Ohio
$1.88M +$2.96K +16 +0.2%
WS
607
Wedbush Securities
California
$1.86M -$27.6K -149 -2%
CAG
608
Centerpoint Advisory Group
Kansas
$1.85M -$267K -1,443 -13%
QWP
609
Quotient Wealth Partners
Texas
$1.85M -$7.59K -41 -0.4%
TC
610
TownSquare Capital
Utah
$1.84M -$911K -4,917 -34%
SWA
611
Sax Wealth Advisors
New Jersey
$1.83M +$51.5K +278 +3%
GJIA
612
Glass Jacobson Investment Advisors
Maryland
$1.81M -$90.4K -488 -5%
BFA
613
Benedict Financial Advisors
Georgia
$1.81M -$7.78K -42 -0.4%
GWM
614
Geneos Wealth Management
Colorado
$1.79M +$595K +3,210 +53%
MFGP
615
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.79M +$4.07K +22 +0.2%
IA
616
IFC Advisors
California
$1.75M – – –
TA
617
Tactive Advisors
Florida
$1.74M +$1.66M +8,970 New
MCA
618
Maryland Capital Advisors
Maryland
$1.74M – – –
BCWM
619
Bartlett & Co Wealth Management
Ohio
$1.74M -$66.9K -361 -4%
PP
620
Prosperity Planning
Missouri
$1.73M -$8.52K -46 -0.5%
NLP
621
Next Level Private
New York
$1.72M +$1.48K +8 +0.1%
NIM
622
Northeast Investment Management
Massachusetts
$1.72M – – –
PA
623
Parkside Advisors
California
$1.72M – – –
M
624
MYeCFO
California
$1.72M -$57.4K -310 -3%
FT
625
Fiduciary Trust
Massachusetts
$1.7M +$3.7K +20 +0.2%
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