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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
626
Alamar Capital Management
California
$1.49M – – –
MCA
627
Maryland Capital Advisors
Maryland
$1.49M -$93.9K -608 -6%
CT
628
Colonial Trust
South Carolina
$1.49M +$83.2K +539 +6%
BSSFA
629
Baron Silver Stevens Financial Advisors
Florida
$1.48M -$58.8K -381 -4%
CFA
630
Cahill Financial Advisors
Minnesota
$1.47M -$36K -233 -3%
MCM
631
Mattern Capital Management
Colorado
$1.47M – – –
GG
632
GenWealth Group
New Jersey
$1.47M -$130K -844 -9%
NLP
633
Next Level Private
New York
$1.46M +$135K +877 +11%
PWS
634
Peloton Wealth Strategists
Indiana
$1.45M +$1.36M +8,776 New
TI
635
Trexquant Investment
Connecticut
$1.44M -$207K -1,341 -13%
ES
636
Eagle Strategies
New York
$1.44M +$11.7K +76 +0.9%
BCM
637
BluePointe Capital Management
California
$1.44M +$1.35M +8,725 New
AIM
638
Anchor Investment Management
South Carolina
$1.44M -$57.6K -373 -4%
JPG
639
Jordan Park Group
California
$1.43M -$5.1K -33 -0.4%
BSHC
640
Breed's Hill Capital
Massachusetts
$1.43M +$1.33M +8,630 New
PCS
641
Personal CFO Solutions
New Jersey
$1.42M +$392K +2,536 +42%
KWS
642
Keystone Wealth Services
California
$1.41M -$5.87K -38 -0.4%
BGAI
643
Bruce G. Allen Investments
Colorado
$1.4M +$1.31M +8,499 New
MW
644
Marcum Wealth
Ohio
$1.4M +$399K +2,581 +44%
GFP
645
Gryphon Financial Partners
Ohio
$1.39M -$18.7K -121 -1%
OWA
646
One Wealth Advisors
California
$1.38M +$743K +4,811 +135%
AFA
647
American Financial Advisors
Georgia
$1.37M +$2.93K +19 +0.2%
CGL
648
Clarius Group LLC
Washington
$1.37M – – –
RW
649
RVW Wealth
California
$1.36M – – –
IB
650
Intrust Bank
Kansas
$1.35M – – –
24 25
26
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