We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
701
Jentner Corp
Ohio
$361K – – –
BFA
702
Bragg Financial Advisors
North Carolina
$361K +$77.4K +609 +28%
WA
703
Wealth Architects
California
$359K +$635 +5 +0.2%
CAN
704
Claraphi Advisory Network
United States
$358K +$30.4K +239 +9%
DAS
705
Dynamic Advisor Solutions
Arizona
$358K +$108K +847 +44%
EFSCE
706
Enterprise Financial Services Corp (EFSC)
Missouri
$354K -$2.03K -16 -0.6%
WCM
707
Wealthcare Capital Management
Virginia
$347K +$2.67K +21 +0.8%
ODIJL
708
One Day In July LLC
Vermont
$346K +$4.7K +37 +1%
SXL
709
Summit X LLC
Missouri
$346K +$37.6K +296 +12%
VCA
710
Verdence Capital Advisors
Maryland
$346K +$101K +792 +42%
FCFC
711
First Commonwealth Financial Corp
Pennsylvania
$345K +$17.3K +136 +5%
AFM
712
Andesa Financial Management
Pennsylvania
$344K -$247K -1,947 -42%
MMA
713
Miracle Mile Advisors
California
$344K +$341K +2,681 New
PFA
714
Paradigm Financial Advisors
Missouri
$343K -$73.5K -578 -18%
MFS
715
McNamara Financial Services
Massachusetts
$343K – – –
MWA
716
Meridian Wealth Advisors
Texas
$342K +$24.4K +192 +8%
OWM
717
Orgel Wealth Management
Wisconsin
$339K -$5.46K -43 -2%
PFO
718
Pathstone Family Office
New Jersey
$339K +$7.12K +56 +2%
LPT
719
Legacy Private Trust
Wisconsin
$338K – – –
LBC
720
Lowe Brockenbrough & Co
Virginia
$338K – – –
TW
721
Transform Wealth
Colorado
$337K – – –
BW
722
Bison Wealth
Georgia
$336K – – –
QAM
723
QCI Asset Management
New York
$336K – – –
B
724
Bridgeworth
Alabama
$334K +$3.18K +25 +1%
AWMG
725
Alliance Wealth Management Group
New Jersey
$333K – – –
27 28
29
30 31