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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
626
Norris Perne & French
Michigan
$1.24M – – –
TP
627
Tranquility Partners
Tennessee
$1.24M +$56K +358 +4%
SWP
628
ShoreHaven Wealth Partners
New Jersey
$1.24M -$8.71M -55,675 -87%
PA
629
Pinnacle Associates
New York
$1.23M -$18.9K -121 -1%
KWS
630
Keystone Wealth Services
California
$1.23M -$118K -755 -8%
LFG
631
Larson Financial Group
Missouri
$1.23M -$21K -134 -2%
CPA
632
Capital Planning Advisors
California
$1.21M – – –
CGL
633
Clarius Group LLC
Washington
$1.2M – – –
WI
634
Wintrust Investments
Illinois
$1.2M -$37.4K -239 -3%
MWM
635
Minot Wealth Management
Massachusetts
$1.2M – – –
DWMG
636
DB Wealth Management Group
California
$1.19M -$284K -1,815 -18%
OCG
637
Opus Capital Group
Ohio
$1.19M -$10.2K -65 -0.8%
ES
638
Eagle Strategies
New York
$1.19M -$320K -2,048 -20%
DFA
639
DHK Financial Advisors
New Hampshire
$1.18M – – –
GC
640
Grimes & Company
Massachusetts
$1.18M -$1.88K -12 -0.1%
LFAS
641
Level Four Advisory Services
Texas
$1.17M -$375K -2,395 -23%
CAMG
642
CWA Asset Management Group
Florida
$1.17M – – –
PMFA
643
Plante Moran Financial Advisors
Michigan
$1.16M +$272K +1,736 +28%
CC
644
Cypress Capital
Tennessee
$1.16M – – –
CWA
645
CJM Wealth Advisers
Virginia
$1.16M – – –
PFP
646
Paragon Financial Partners
California
$1.15M +$1.88K +12 +0.2%
MWM
647
Meridian Wealth Management
Kentucky
$1.14M +$396K +2,534 +47%
BIA
648
BHK Investment Advisors
Alabama
$1.14M -$18.3K -117 -1%
DWM
649
Doyle Wealth Management
Florida
$1.13M +$2.97K +19 +0.2%
WB
650
WesBanco Bank
West Virginia
$1.13M +$167K +1,065 +16%
24 25
26
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