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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
651
Matthew Goff Investment Advisor
Texas
$678K – – –
TFS
652
TrustCore Financial Services
Tennessee
$677K +$150K +1,170 +31%
HF
653
Halpern Financial
Virginia
$675K – – –
HFA
654
Hoover Financial Advisors
Pennsylvania
$675K +$1.92K +15 +0.3%
CWM
655
Chesapeake Wealth Management
Virginia
$670K -$145K -1,131 -19%
BW
656
Bison Wealth
Georgia
$667K +$6.41K +50 +1%
PMFA
657
Plante Moran Financial Advisors
Michigan
$665K – – –
RWA
658
RGT Wealth Advisors
Texas
$664K +$317K +2,469 +104%
TWM
659
Titus Wealth Management
California
$659K +$16.8K +131 +3%
JIC
660
Joel Isaacson & Co
New York
$659K +$45.9K +358 +8%
FNT
661
First National Trust
Pennsylvania
$658K -$7.44K -58 -1%
VCP
662
Vista Capital Partners
Oregon
$648K -$19.5K -152 -3%
WIC
663
Woodmont Investment Counsel
Tennessee
$646K +$38.5K +300 +7%
RCIM
664
Red Cedar Investment Management
Michigan
$643K -$291K -2,269 -33%
FMT
665
First Mercantile Trust
Tennessee
$643K +$372K +2,903 +161%
GC
666
Gratus Capital
Georgia
$640K +$119K +930 +25%
CFO
667
CVA Family Office
Colorado
$636K – – –
FWM
668
Fairhaven Wealth Management
Illinois
$635K +$71.8K +560 +14%
CC
669
Chicago Capital
Illinois
$627K +$588K +4,587 New
SFP
670
Strategic Financial Partners
Oregon
$626K – – –
AW
671
ACG Wealth
Georgia
$626K +$257 +2 +0%
GG
672
Greenwood Gearhart
Arkansas
$623K +$585K +4,558 New
DWM
673
Dakota Wealth Management
Florida
$619K -$657K -5,119 -53%
TNB
674
TCF National Bank
South Dakota
$617K +$10K +78 +2%
MC
675
Middleton & Co
Massachusetts
$613K – – –
25 26
27
28 29