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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
701
Strategic Blueprint
Georgia
$942K -$32.4K -204 -3%
PFGIA
702
Patriot Financial Group Insurance Agency
Massachusetts
$942K – – –
HPA
703
High Probability Advisors
New York
$939K -$25.5K -161 -3%
AFG
704
Allegheny Financial Group
Pennsylvania
$937K +$458K +2,889 +88%
V
705
VeraBank
Texas
$933K +$974K +6,144 New
BFA
706
Brown Financial Advisory
Alabama
$932K -$15.1K -95 -2%
IWM
707
Iams Wealth Management
Nebraska
$929K +$970K +6,118 New
AAP
708
Arax Advisory Partners
Colorado
$925K +$2.54K +16 +0.3%
BWM
709
Baystate Wealth Management
Massachusetts
$924K -$72.2K -455 -7%
MCA
710
MSH Capital Advisors
Arizona
$923K -$47.3K -298 -5%
CWAF
711
Core Wealth Advisors (Florida)
Florida
$919K – – –
ICG
712
InterOcean Capital Group
Tennessee
$917K +$104K +655 +12%
PCS
713
Personal CFO Solutions
New Jersey
$917K +$491K +3,096 +105%
SIC
714
Sigma Investment Counselors
Michigan
$916K -$15.9K -100 -2%
BFS
715
Bradley Foster & Sargent
Connecticut
$914K – – –
KFP
716
KB Financial Partners
New Jersey
$907K – – –
NAS
717
Nicolet Advisory Services
Wisconsin
$903K +$21.6K +136 +2%
MW
718
Marcum Wealth
Ohio
$896K -$3.17K -20 -0.3%
CTA
719
Chesley Taft & Associates
Illinois
$895K +$35.8K +226 +4%
AC
720
Apella Capital
Connecticut
$890K +$23K +145 +3%
MC
721
Middleton & Co
Massachusetts
$889K – – –
JWM
722
JFG Wealth Management
Colorado
$883K – – –
EWA
723
Encompass Wealth Advisors
Oregon
$883K – – –
SWM
724
Soundmark Wealth Management
Washington
$881K -$4.6K -29 -0.5%
CW
725
CreativeOne Wealth
Kansas
$878K -$2.11M -13,313 -70%
27 28
29
30 31