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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
651
Evoke Wealth
California
$954K -$689K -4,354 -42%
MC
652
Middleton & Co
Massachusetts
$954K +$207K +1,307 +28%
KFP
653
KB Financial Partners
New Jersey
$948K – – –
AWE
654
Avidian Wealth Enterprises
Texas
$932K +$4.91K +31 +0.5%
CBN
655
Cadence Bank NA
Texas
$917K -$38.5K -243 -4%
MWM
656
Meridian Wealth Management
Kentucky
$917K -$7.44K -47 -0.8%
HC
657
Hoese & Co
Minnesota
$915K – – –
AWS
658
AJ Wealth Strategies
New York
$912K -$171K -1,078 -16%
AIP
659
Ameritas Investment Partners
Nebraska
$911K +$397K +2,509 +78%
CWM
660
Connecticut Wealth Management
Connecticut
$907K -$25.4M -160,509 -97%
GG
661
Gofen & Glossberg
Illinois
$904K – – –
FBA
662
Front Barnett Associates
Illinois
$901K -$792 -5 -0.1%
B
663
Bailard
California
$896K -$139K -880 -13%
TI
664
Trexquant Investment
Connecticut
$896K +$567K +3,580 +173%
SCA
665
Snowden Capital Advisors
New York
$866K +$477K +3,010 +123%
BW
666
Bison Wealth
Georgia
$862K -$83K -524 -9%
WF
667
Welch & Forbes
Massachusetts
$860K -$623K -3,936 -42%
SFP
668
Strategic Financial Partners
Oregon
$860K +$121K +767 +16%
CTC
669
Central Trust Company
Missouri
$856K -$8.39K -53 -1%
CPFP
670
Clear Perspectives Financial Planning
Ohio
$854K +$768K +4,851 +907%
MSFS
671
Main Street Financial Solutions
Pennsylvania
$851K -$2.38K -15 -0.3%
SCA
672
STALEY CAPITAL ADVISERS
Pennsylvania
$850K -$158 -1 -0%
AW
673
ACG Wealth
Georgia
$842K +$73.3K +463 +10%
NAM
674
NTV Asset Management
West Virginia
$833K +$133K +839 +19%
JIC
675
Joel Isaacson & Co
New York
$831K +$38.6K +244 +5%
25 26
27
28 29