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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
676
Bourgeon Capital Management
Connecticut
$417K – – –
LFS
677
Lutz Financial Services
Nebraska
$413K – – –
PAI
678
Pittenger & Anderson Inc
Nebraska
$413K – – –
JIR
679
James Investment Research
Ohio
$412K -$187K -1,576 -31%
ECM
680
ETrade Capital Management
Virginia
$412K +$19K +160 +5%
MWM
681
Merriman Wealth Management
Washington
$411K +$24K +202 +6%
PG
682
Patten Group
Tennessee
$410K +$28.5K +240 +7%
EFSCE
683
Enterprise Financial Services Corp (EFSC)
Missouri
$410K +$70.3K +593 +21%
VWM
684
Valley Wealth Managers
New Jersey
$408K -$65.2K -550 -14%
BCM
685
Brookstone Capital Management
Illinois
$408K -$5.81K -49 -1%
RCA
686
Resonant Capital Advisors
Wisconsin
$407K – – –
AWE
687
Avidian Wealth Enterprises
Texas
$405K +$1.78K +15 +0.4%
TW
688
Transform Wealth
Colorado
$399K +$237 +2 +0.1%
TGAM
689
TBH Global Asset Management
Tennessee
$397K – – –
FC
690
Ferris Capital
Massachusetts
$395K +$25K +211 +7%
AFM
691
Andesa Financial Management
Pennsylvania
$395K +$397K +3,344 New
LOPW
692
Live Oak Private Wealth
North Carolina
$392K -$17.1K -144 -4%
CIAS
693
Capital Investment Advisory Services
North Carolina
$391K +$10.7K +90 +3%
ACS
694
Archford Capital Strategies
Illinois
$388K -$27.9K -235 -7%
OSAM
695
O'Shaughnessy Asset Management
Connecticut
$386K +$55K +464 +17%
FC
696
Forte Capital
New York
$384K -$61.7K -520 -14%
WLPWM
697
Walled Lake Planning & Wealth Management
Illinois
$382K -$61.6K -519 -14%
IA
698
IFG Advisory
Georgia
$381K +$74.6K +629 +24%
BA
699
Ballew Advisors
Mississippi
$373K -$48.3K -407 -12%
CCT
700
Capital City Trust
Florida
$373K – – –
26 27
28
29 30