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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
651
Apella Capital
Connecticut
$1.42M -$51.6K -283 -4%
CFO
652
Collective Family Office
Pennsylvania
$1.42M -$6.19K -34 -0.5%
USCWA
653
U.S. Capital Wealth Advisors
Texas
$1.41M -$232K -1,272 -15%
BFS
654
Bradley Foster & Sargent
Connecticut
$1.41M +$5.28K +29 +0.4%
N
655
Natixis
France
$1.41M +$14.9K +82 +1%
IAIM
656
International Assets Investment Management
Florida
$1.41M +$114K +627 +9%
TWP
657
TFO Wealth Partners
Ohio
$1.4M – – –
WCP
658
Wick Capital Partners
Pennsylvania
$1.4M -$73.2K -402 -5%
CPA
659
Cardiff Park Advisors
California
$1.4M +$911 +5 +0.1%
FAIM
660
Financial Advocates Investment Management
Washington
$1.4M +$752K +4,128 +71%
LGWM
661
Litman Gregory Wealth Management
California
$1.39M – – –
MSWMA
662
Market Street Wealth Management Advisors
Indiana
$1.39M – – –
WIA
663
Wetzel Investment Advisors
Indiana
$1.38M -$4.55K -25 -0.3%
VW
664
Vance Wealth
California
$1.37M -$1.64K -9 -0.1%
SL
665
Sentinus LLC
Illinois
$1.37M +$183K +1,005 +72%
OCG
666
Opus Capital Group
Ohio
$1.37M -$7.29K -40 -0.6%
FM
667
Foster & Motley
Ohio
$1.36M +$1.3M +7,162 New
FA
668
Financial Advisors
Massachusetts
$1.35M – – –
GC
669
Garde Capital
Washington
$1.35M – – –
EA
670
Enclave Advisors
Texas
$1.35M +$1.29M +7,096 New
SWP
671
SIMA Wealth Partners
Virginia
$1.34M -$1.06M -5,800 -45%
CPA
672
Capital Performance Advisors
California
$1.34M – – –
FMII
673
Farmers & Merchants Investments Inc
Nebraska
$1.34M +$10.4K +57 +0.8%
LAM
674
Lyrical Asset Management
New York
$1.33M +$1.28M +7,023 New
GWANC
675
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.31M +$2.55K +14 +0.2%
25 26
27
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