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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HHRDM
626
H&H Retirement Design & Management
Nevada
$1.11M -$6.91K -46 -0.6%
OCG
627
Opus Capital Group
Ohio
$1.11M – – –
DFA
628
DHK Financial Advisors
New Hampshire
$1.11M – – –
MCM
629
Mitchell Capital Management
Kansas
$1.1M +$59.2K +394 +5%
RSWM
630
Robertson Stephens Wealth Management
California
$1.1M +$681K +4,535 +128%
CAMG
631
CWA Asset Management Group
Florida
$1.1M – – –
LFAS
632
Level Four Advisory Services
Texas
$1.09M -$13.7K -91 -1%
MWM
633
Meridian Wealth Management
Kentucky
$1.09M +$18.8K +125 +2%
CWA
634
CJM Wealth Advisers
Virginia
$1.08M – – –
PFP
635
Paragon Financial Partners
California
$1.08M – – –
DWMG
636
DB Wealth Management Group
California
$1.07M -$57.9K -385 -5%
ACM
637
Alamar Capital Management
California
$1.05M – – –
BTW
638
Boston Trust Walden
Massachusetts
$1.05M – – –
SIA
639
Schechter Investment Advisors
Michigan
$1.05M +$656K +4,363 +130%
NFG
640
Nations Financial Group
Iowa
$1.03M +$2.56K +17 +0.2%
DWM
641
Doyle Wealth Management
Florida
$1.02M -$37.3K -248 -3%
SVWAG
642
Sound View Wealth Advisors Group
Georgia
$1.02M +$15K +100 +1%
AAS
643
Annex Advisory Services
Wisconsin
$1.02M -$717K -4,774 -39%
ML
644
Mayport LLC
Massachusetts
$1.02M – – –
BIA
645
BHK Investment Advisors
Alabama
$1.02M -$59.7K -397 -5%
HCM
646
Hamlin Capital Management
New York
$1.02M +$54.4K +362 +5%
GC
647
Garde Capital
Washington
$1.01M +$124K +828 +12%
MA
648
Maxele Advisors
Missouri
$1.01M -$5.41K -36 -0.5%
WMA
649
West Michigan Advisors
Michigan
$1.01M +$7.51K +50 +0.7%
TWP
650
TFO Wealth Partners
Ohio
$1.01M – – –
24 25
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