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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
701
Echo Wealth Management
Minnesota
$951K -$13.6K -87 -1%
PCMC
702
Paragon Capital Management (Colorado)
Colorado
$950K +$1.56K +10 +0.2%
E
703
ETFidea
New York
$938K – – –
FWCM
704
Ferguson Wellman Capital Management
Oregon
$933K -$12.8K -82 -1%
JIC
705
Joel Isaacson & Co
New York
$931K -$6.73K -43 -0.7%
TNB
706
Thomasville National Bank
Georgia
$929K -$3.6K -23 -0.4%
CM
707
Castleark Management
Illinois
$928K – – –
CAM
708
Campion Asset Management
Virginia
$926K +$32.5K +208 +3%
NG
709
Northstar Group
New York
$924K +$156 +1 +0%
GG
710
Gofen & Glossberg
Illinois
$923K +$17.2K +110 +2%
IA
711
IFG Advisory
Georgia
$921K +$423K +2,707 +74%
BFA
712
Brown Financial Advisory
Alabama
$917K -$35.2K -225 -3%
PFGIA
713
Patriot Financial Group Insurance Agency
Massachusetts
$916K +$3.75K +24 +0.4%
MHI
714
Miller Howard Investments
New York
$915K +$987K +6,309 New
BFS
715
Bradley Foster & Sargent
Connecticut
$913K +$92.4K +591 +10%
CTA
716
Chesley Taft & Associates
Illinois
$911K -$13.3K -85 -1%
CFO
717
CVA Family Office
Colorado
$904K – – –
FWM
718
Fairhaven Wealth Management
Illinois
$904K +$2.03K +13 +0.2%
MWM
719
Mascoma Wealth Management
New Hampshire
$902K – – –
HPA
720
High Probability Advisors
New York
$900K +$4.38K +28 +0.5%
LWP
721
Legacy Wealth Planning
Nevada
$896K – – –
BBL
722
Beck Bode LLC
Massachusetts
$889K +$959K +6,130 New
CWAF
723
Core Wealth Advisors (Florida)
Florida
$877K – – –
EW
724
Evoke Wealth
California
$872K – – –
RA
725
RFG Advisory
Alabama
$870K +$60.2K +385 +7%
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30 31