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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
601
Sax Wealth Advisors
New Jersey
$1.94M +$14.9K +75 +0.8%
SC
602
Steph & Co
Wisconsin
$1.93M -$128K -642 -6%
TC
603
TownSquare Capital
Utah
$1.93M – – –
PFM
604
Phillips Financial Management
Indiana
$1.92M -$151K -758 -7%
IAS
605
Insigneo Advisory Services
Florida
$1.91M +$283K +1,423 +18%
WIA
606
World Investment Advisors
California
$1.9M +$212K +1,065 +13%
GWM
607
Geneos Wealth Management
Colorado
$1.88M +$1.79K +9 +0.1%
RLWM
608
RF&L Wealth Management
Massachusetts
$1.87M +$121K +606 +7%
MFGP
609
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.87M -$11.7K -59 -0.6%
IA
610
Invested Advisors
Pennsylvania
$1.85M +$1.97M +9,919 New
BFA
611
Benedict Financial Advisors
Georgia
$1.84M -$53.3K -268 -3%
ASC
612
Atalanta Sosnoff Capital
New York
$1.84M -$1.35M -6,766 -43%
NLP
613
Next Level Private
New York
$1.84M +$13.3K +67 +0.8%
IA
614
IFC Advisors
California
$1.83M – – –
MCA
615
Maryland Capital Advisors
Maryland
$1.82M – – –
BCWM
616
Bartlett & Co Wealth Management
Ohio
$1.82M – – –
PP
617
Prosperity Planning
Missouri
$1.81M – – –
TNA
618
True North Advisors
Texas
$1.81M +$181K +910 +11%
NIM
619
Northeast Investment Management
Massachusetts
$1.8M – – –
CAG
620
Centerpoint Advisory Group
Kansas
$1.8M -$138K -694 -7%
BWP
621
Burling Wealth Partners
Illinois
$1.8M +$1.36M +6,832 +341%
USCWA
622
U.S. Capital Wealth Advisors
Texas
$1.79M -$267K -1,343 -13%
CCT
623
Chemung Canal Trust
New York
$1.78M +$367K +1,845 +27%
EW
624
Evoke Wealth
California
$1.78M +$147K +738 +9%
TPWA
625
Twin Peaks Wealth Advisors
California
$1.77M +$17.3K +87 +1%
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