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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
651
Avidian Wealth Enterprises
Texas
$921K +$1.92K +12 +0.2%
FAIM
652
Financial Advocates Investment Management
Washington
$916K -$122K -761 -12%
JIC
653
Joel Isaacson & Co
New York
$914K +$96.2K +600 +11%
HC
654
Hoese & Co
Minnesota
$902K – – –
AWS
655
AJ Wealth Strategies
New York
$900K – – –
GG
656
Gofen & Glossberg
Illinois
$896K +$4.65K +29 +0.5%
AAS
657
Annex Advisory Services
Wisconsin
$892K -$105K -653 -10%
CWM
658
Connecticut Wealth Management
Connecticut
$892K -$3.53K -22 -0.4%
SFA
659
Sequoia Financial Advisors
Ohio
$890K -$2.28M -14,249 -71%
RCM
660
RNC Capital Management
California
$888K +$289K +1,800 +46%
GFP
661
Gryphon Financial Partners
Ohio
$888K +$909K +5,671 New
FBA
662
Front Barnett Associates
Illinois
$887K -$1.92K -12 -0.2%
B
663
Bailard
California
$884K – – –
MLL
664
Moody Lynn & Lieberson
Massachusetts
$867K +$888K +5,540 New
CCM
665
Coldstream Capital Management
Washington
$865K +$541K +3,375 +92%
CBN
666
Cadence Bank NA
Texas
$861K -$45.4K -283 -5%
MSFS
667
Main Street Financial Solutions
Pennsylvania
$853K +$13.8K +86 +2%
MCA
668
Magnolia Capital Advisors
Mississippi
$850K +$643K +4,010 +282%
WF
669
Welch & Forbes
Massachusetts
$849K – – –
CTC
670
Central Trust Company
Missouri
$845K – – –
BBHC
671
Brown Brothers Harriman & Co
New York
$845K +$559K +3,487 +182%
PMFA
672
Plante Moran Financial Advisors
Michigan
$840K +$119K +745 +16%
SCA
673
STALEY CAPITAL ADVISERS
Pennsylvania
$839K +$160 +1 +0%
AW
674
ACG Wealth
Georgia
$832K +$321 +2 +0%
SFP
675
Strategic Financial Partners
Oregon
$819K -$30.5K -190 -4%
25 26
27
28 29