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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
626
Cullen Capital Management
New York
$2.14M -$4.5M -20,536 -67%
CAG
627
Curtis Advisory Group
California
$2.14M +$2.19M +9,996 New
TA
628
Tactive Advisors
Florida
$2.14M +$42.5K +194 +2%
WFA
629
WestHill Financial Advisors
California
$2.13M -$60.4K -276 -3%
SFS
630
Summit Financial Strategies
Ohio
$2.13M – – –
APP
631
Avantax Planning Partners
Iowa
$2.12M -$2.85K -13 -0.1%
RIA
632
Regal Investment Advisors
Michigan
$2.12M -$55K -251 -2%
YIH
633
Y-Intercept (HK)
Hong Kong
$2.11M +$2.16M +9,885 New
LDB
634
Lee, Danner & Bass
Tennessee
$2.09M – – –
EPA
635
Element Pointe Advisors
Florida
$2.09M -$45.1K -206 -2%
TPI
636
Trust Point Inc
Wisconsin
$2.08M +$1.3M +5,915 +154%
GJIA
637
Glass Jacobson Investment Advisors
Maryland
$2.08M -$5.04K -23 -0.2%
CCM
638
Coldstream Capital Management
Washington
$2.07M +$990K +4,519 +87%
DWM
639
Diversify Wealth Management
Utah
$2.07M +$365K +1,665 +22%
VFP
640
Verus Financial Partners
Virginia
$2.07M +$219 +1 +0%
KWA
641
Kingswood Wealth Advisors
California
$2.07M +$134K +614 +7%
KCM
642
Kanawha Capital Management
Virginia
$2.06M -$690K -3,150 -25%
FDCP
643
Foster Dykema Cabot & Partners
Massachusetts
$2.06M -$25.8K -118 -1%
STA
644
Summit Trail Advisors
New York
$2.06M -$964K -4,404 -31%
LI
645
LRI Investments
Florida
$2.06M +$758K +3,459 +56%
QWP
646
Quotient Wealth Partners
Texas
$2.06M +$14.2K +65 +0.7%
I
647
InvesTrust
Oklahoma
$2.05M -$50.8K -232 -2%
SC
648
Steph & Co
Wisconsin
$2.04M -$21K -96 -1%
WLPWM
649
Walled Lake Planning & Wealth Management
Illinois
$2.03M -$95.3K -435 -4%
VCP
650
Vista Capital Partners
Oregon
$2.03M – – –
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