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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
701
Peterson Wealth Advisors
Utah
$362K +$2.29K +18 +0.6%
JC
702
Jentner Corp
Ohio
$361K – – –
BFA
703
Bragg Financial Advisors
North Carolina
$361K +$77.4K +609 +28%
WA
704
Wealth Architects
California
$359K +$635 +5 +0.2%
CAN
705
Claraphi Advisory Network
United States
$358K +$30.4K +239 +9%
DAS
706
Dynamic Advisor Solutions
Arizona
$358K +$108K +847 +44%
EFSCE
707
Enterprise Financial Services Corp (EFSC)
Missouri
$354K -$2.03K -16 -0.6%
WCM
708
Wealthcare Capital Management
Virginia
$347K +$2.67K +21 +0.8%
ODIJL
709
One Day In July LLC
Vermont
$346K +$4.7K +37 +1%
SXL
710
Summit X LLC
Missouri
$346K +$37.6K +296 +12%
VCA
711
Verdence Capital Advisors
Maryland
$346K +$101K +792 +42%
FCFC
712
First Commonwealth Financial Corp
Pennsylvania
$345K +$17.3K +136 +5%
AFM
713
Andesa Financial Management
Pennsylvania
$344K -$247K -1,947 -42%
MMA
714
Miracle Mile Advisors
California
$344K +$341K +2,681 New
PFA
715
Paradigm Financial Advisors
Missouri
$343K -$73.5K -578 -18%
MFS
716
McNamara Financial Services
Massachusetts
$343K – – –
MWA
717
Meridian Wealth Advisors
Texas
$342K +$24.4K +192 +8%
OWM
718
Orgel Wealth Management
Wisconsin
$339K -$5.46K -43 -2%
PFO
719
Pathstone Family Office
New Jersey
$339K +$7.12K +56 +2%
LPT
720
Legacy Private Trust
Wisconsin
$338K – – –
LBC
721
Lowe Brockenbrough & Co
Virginia
$338K – – –
TW
722
Transform Wealth
Colorado
$337K – – –
BW
723
Bison Wealth
Georgia
$336K – – –
QAM
724
QCI Asset Management
New York
$336K – – –
B
725
Bridgeworth
Alabama
$334K +$3.18K +25 +1%
27 28
29
30 31