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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
651
Private Capital Management (Colorado)
Colorado
$425K +$413K +3,439 New
LWAC
652
Laurel Wealth Advisors (California)
California
$423K – – –
LFS
653
Lutz Financial Services
Nebraska
$420K -$3.73K -31 -0.9%
FMTC
654
Farmers & Merchants Trust Company
California
$418K -$29.4K -245 -7%
LW
655
Linscomb Wealth
Texas
$418K -$14.4K -120 -3%
NA
656
NewEdge Advisors
Louisiana
$417K -$296K -2,464 -42%
BBNA
657
Bremer Bank National Association
Minnesota
$416K +$391K +3,254 New
BWM
658
Brickley Wealth Management
California
$408K – – –
CCM
659
Carlson Capital Management
Minnesota
$406K +$395K +3,290 New
CAN
660
Claraphi Advisory Network
United States
$405K -$33.2K -276 -8%
PFGIA
661
Patriot Financial Group Insurance Agency
Massachusetts
$400K +$16.6K +138 +4%
WP
662
WealthShield Partners
North Carolina
$392K +$69.5K +578 +22%
BWM
663
Baystate Wealth Management
Massachusetts
$390K -$49.5K -412 -12%
BA
664
Ballew Advisors
Mississippi
$390K – – –
SCP
665
Syntal Capital Partners
Texas
$389K – – –
GLA
666
Good Life Advisors
Pennsylvania
$387K -$14.1K -117 -4%
BBPWM
667
Blue Bell Private Wealth Management
Pennsylvania
$383K -$24K -200 -6%
GWS
668
Glassman Wealth Services
Virginia
$380K – – –
FFG
669
Frisch Financial Group
New York
$380K +$1.92K +16 +0.5%
DWM
670
Destination Wealth Management
California
$379K -$961 -8 -0.3%
CCFCSB
671
Cape Cod Five Cents Savings Bank
Massachusetts
$378K – – –
MCP
672
Mirador Capital Partners
California
$375K +$1.92K +16 +0.5%
WA
673
Wealth Architects
California
$370K – – –
SS
674
Sunbelt Securities
Texas
$370K +$601 +5 +0.2%
PP
675
Palladium Partners
Virginia
$368K – – –
25 26
27
28 29