We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MPIM
701
McGinn Penninger Investment Management
Virginia
$701K +$669K +4,623 New
SS
702
Simplicity Solutions
Minnesota
$693K -$1.29M -8,938 -66%
WB
703
Webster Bank
Connecticut
$693K -$89.8K -621 -12%
FWM
704
Fairhaven Wealth Management
Illinois
$693K -$10.4K -72 -2%
CAG
705
Crestwood Advisors Group
Massachusetts
$692K -$139K -960 -17%
HTC
706
Haverford Trust Company
Pennsylvania
$692K -$108K -744 -14%
VVP
707
Venture Visionary Partners
Ohio
$690K +$404K +2,794 +158%
SIS
708
SVB Investment Services
Utah
$676K -$127K -875 -16%
TFS
709
TrustCore Financial Services
Tennessee
$675K -$72.9K -504 -10%
BWA
710
Bordeaux Wealth Advisors
California
$674K – – –
HCIA
711
Hochman Cole Investment Advisors
Illinois
$673K – – –
NAM
712
NTV Asset Management
West Virginia
$669K +$201K +1,392 +46%
WC
713
Whitney & Co
New York
$668K +$24K +166 +4%
PAM
714
Palisade Asset Management
Minnesota
$666K – – –
PGWM
715
Parisi Gray Wealth Management
New Jersey
$660K +$34K +235 +6%
OR
716
Olympiad Research
Connecticut
$657K +$627K +4,336 New
DBT
717
Dubuque Bank & Trust
Iowa
$656K – – –
TWM
718
Titus Wealth Management
California
$655K -$72.5K -501 -10%
CIP
719
Capital Insight Partners
Arizona
$655K +$40.8K +282 +7%
BWL
720
Bogart Wealth LLC
Virginia
$654K +$28.2K +195 +5%
PCM
721
Pointe Capital Management
Michigan
$653K +$40.9K +283 +7%
PP
722
PrairieView Partners
Minnesota
$649K +$289 +2 +0%
FPCG
723
Fort Pitt Capital Group
Pennsylvania
$648K – – –
FPTW
724
Franklin, Parlapiano, Turner & Welch
Texas
$646K -$106K -730 -15%
FFA
725
Freedman Financial Associates
Massachusetts
$645K – – –
27 28
29
30 31