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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
726
Soundmark Wealth Management
Washington
$980K -$7.72K -47 -0.8%
AWE
727
Avidian Wealth Enterprises
Texas
$973K -$25K -152 -3%
CA
728
Calton & Associates
Florida
$967K -$239K -1,456 -20%
FFN
729
Focus Financial Network
Minnesota
$956K +$345K +2,099 +57%
HC
730
Hoese & Co
Minnesota
$956K – – –
FAIM
731
Financial Advocates Investment Management
Washington
$955K -$17.2K -105 -2%
SC
732
SouthState Corp
Florida
$948K +$17.1K +104 +2%
BFS
733
Bradley Foster & Sargent
Connecticut
$947K +$389K +2,368 +71%
AG
734
Appleton Group
Wisconsin
$945K -$113K -691 -11%
CFAM
735
Coury Firm Asset Management
Pennsylvania
$942K +$45K +274 +5%
B
736
Bailard
California
$937K – – –
IAN
737
Integrated Advisors Network
Texas
$936K -$389K -2,370 -30%
GSIS
738
Global Strategic Investment Solutions
Arizona
$932K +$328 +2 +0%
IAG
739
Investmark Advisory Group
Connecticut
$930K +$73.9K +450 +9%
BFA
740
Beaumont Financial Advisors
Massachusetts
$927K +$426K +2,594 +87%
BC
741
Barnett & Company
Tennessee
$924K +$227K +1,385 +33%
HF
742
HRT Financial
New York
$911K +$432K +2,630 +92%
ZIM
743
Zacks Investment Management
Illinois
$909K -$29.1M -177,285 -97%
MSFS
744
Main Street Financial Solutions
Pennsylvania
$908K -$2.13K -13 -0.2%
CWM
745
Connecticut Wealth Management
Connecticut
$897K +$1.48K +9 +0.2%
FPAS
746
Focus Partners Advisor Solutions
Missouri
$895K +$886K +5,392 New
CBN
747
Cadence Bank NA
Texas
$893K -$37.9K -231 -4%
SCA
748
STALEY CAPITAL ADVISERS
Pennsylvania
$889K – – –
CWM
749
Cordatus Wealth Management
Pennsylvania
$888K +$878K +5,348 New
MWM
750
Meridian Wealth Management
Kentucky
$887K +$79.8K +486 +10%
28 29
30
31 32