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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
726
AJ Wealth Strategies
New York
$999K +$33.4K +204 +4%
OWA
727
One Wealth Advisors
California
$999K +$422K +2,575 +76%
MC
728
Middleton & Co
Massachusetts
$997K +$8.03K +49 +0.8%
CAM
729
Campion Asset Management
Virginia
$994K +$448K +2,732 +86%
HF
730
Halpern Financial
Virginia
$993K -$8.03K -49 -0.8%
CAAS
731
Capital Asset Advisory Services
Michigan
$987K +$159K +973 +20%
FAIM
732
Financial Advocates Investment Management
Washington
$984K +$2.29K +14 +0.2%
PCIA
733
Prime Capital Investment Advisors
Kansas
$982K +$391K +2,385 +69%
RSWM
734
Robertson Stephens Wealth Management
California
$978K +$414K +2,529 +77%
SWA
735
Stratos Wealth Advisors
Ohio
$973K +$602K +3,673 +173%
HC
736
Hoese & Co
Minnesota
$968K – – –
AT
737
American Trust
Kentucky
$960K +$937K +5,718 New
B
738
Bailard
California
$948K – – –
GSIS
739
Global Strategic Investment Solutions
Arizona
$943K +$77.5K +473 +9%
SC
740
SouthState Corp
Florida
$942K -$78.2K -477 -8%
CBN
741
Cadence Bank NA
Texas
$942K +$17.7K +108 +2%
CCM
742
Coldstream Capital Management
Washington
$939K -$235K -1,437 -20%
RA
743
RFG Advisory
Alabama
$938K +$313K +1,911 +52%
ACM
744
Alamar Capital Management
California
$925K +$209K +1,275 +30%
MSFS
745
Main Street Financial Solutions
Pennsylvania
$921K +$5.08K +31 +0.6%
AIM
746
Arcadia Investment Management
Michigan
$919K +$897K +5,474 New
FBA
747
Front Barnett Associates
Illinois
$917K -$34.4K -210 -4%
CTC
748
Central Trust Company
Missouri
$907K – – –
CFAM
749
Coury Firm Asset Management
Pennsylvania
$907K +$885K +5,404 New
CWM
750
Connecticut Wealth Management
Connecticut
$906K -$49K -299 -5%
28 29
30
31 32