IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
676
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.41M – – –
CPA
677
Capital Performance Advisors
California
$1.41M +$87.6K +460 +7%
ML
678
Mayport LLC
Massachusetts
$1.41M – – –
BGAI
679
Bruce G. Allen Investments
Colorado
$1.41M -$122K -641 -8%
KCM
680
Kornitzer Capital Management
Kansas
$1.41M -$63K -331 -4%
WCP
681
Wick Capital Partners
Pennsylvania
$1.41M +$130K +680 +10%
MAM
682
MMA Asset Management
Pennsylvania
$1.41M – – –
MA
683
Maxele Advisors
Missouri
$1.39M +$14.5K +76 +1%
CPA
684
Cardiff Park Advisors
California
$1.39M +$762 +4 +0.1%
LI
685
LRI Investments
Florida
$1.39M +$946K +4,965 +206%
GT
686
Greenleaf Trust
Michigan
$1.38M -$159K -837 -10%
ARG
687
Advisory Resource Group
Oklahoma
$1.37M -$52.9K -278 -4%
BFS
688
Bradley Foster & Sargent
Connecticut
$1.37M -$1.9K -10 -0.1%
DK
689
David Kennon
Florida
$1.37M +$75.6K +397 +6%
LGWM
690
Litman Gregory Wealth Management
California
$1.37M -$13.9K -73 -1%
HWM
691
Horizon Wealth Management
Illinois
$1.37M +$5.33K +28 +0.4%
CCM
692
Cambridge Capital Management
Illinois
$1.37M -$13.9K -73 -1%
FMII
693
Farmers & Merchants Investments Inc
Nebraska
$1.37M -$73.5K -386 -5%
WF
694
Welch & Forbes
Massachusetts
$1.36M +$335K +1,760 +32%
OCG
695
Opus Capital Group
Ohio
$1.35M -$3.62K -19 -0.3%
ADL
696
Asset Dedication LLC
California
$1.35M +$120K +630 +10%
MSWMA
697
Market Street Wealth Management Advisors
Indiana
$1.35M -$20K -105 -1%
CFO
698
Collective Family Office
Pennsylvania
$1.34M -$63.6K -334 -4%
EA
699
Enclave Advisors
Texas
$1.34M – – –
GC
700
Garde Capital
Washington
$1.33M – – –
26 27
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