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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
651
Sound View Wealth Advisors Group
Georgia
$1.55M -$23.1K -125 -2%
TNA
652
True North Advisors
Texas
$1.55M – – –
IAS
653
Insigneo Advisory Services
Florida
$1.55M +$179K +966 +14%
GWWM
654
Great Waters Wealth Management
Minnesota
$1.54M +$5.37K +29 +0.4%
LWCFA
655
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.54M – – –
CFG
656
Cooper Financial Group
California
$1.54M -$55.7K -301 -4%
SMA
657
Seven Mile Advisory
New Jersey
$1.53M -$14.4K -78 -1%
AGM
658
Alpine Global Management
New York
$1.53M +$1.45M +7,853 New
BFG
659
Beacon Financial Group
Texas
$1.52M -$13.5K -73 -0.9%
BSSFA
660
Baron Silver Stevens Financial Advisors
Florida
$1.52M – – –
NJIM
661
Nabity-Jensen Investment Management
Nebraska
$1.52M – – –
ARG
662
Advisory Resource Group
Oklahoma
$1.52M +$95.4K +515 +7%
JPG
663
Jordan Park Group
California
$1.51M – – –
B
664
Bensler
Washington
$1.51M +$370 +2 +0%
CWM
665
Calamos Wealth Management
Illinois
$1.51M +$297K +1,605 +26%
FCH
666
Freestone Capital Holdings
Washington
$1.51M +$11.5K +62 +0.8%
LFAS
667
Level Four Advisory Services
Texas
$1.5M -$6.1M -32,950 -81%
PFP
668
Paragon Financial Partners
California
$1.5M +$741 +4 +0.1%
BRWA
669
B. Riley Wealth Advisors
Florida
$1.5M +$1.43M +7,714 New
KFI
670
Key Financial Inc
Pennsylvania
$1.49M +$926 +5 +0.1%
EA
671
Enclave Advisors
Texas
$1.48M +$97.2K +525 +7%
RFG
672
RFP Financial Group
Georgia
$1.48M – – –
ADL
673
Asset Dedication LLC
California
$1.48M +$82.8K +447 +6%
AIM
674
Anchor Investment Management
South Carolina
$1.47M +$370 +2 +0%
SFA
675
Seneca Financial Advisors
New York
$1.47M -$5.37K -29 -0.4%
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