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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
726
KB Financial Partners
New Jersey
$866K – – –
MC
727
Middleton & Co
Massachusetts
$860K – – –
SWM
728
Soundmark Wealth Management
Washington
$855K – – –
AT
729
American Trust
Kentucky
$852K +$350K +2,239 +62%
AG
730
Appleton Group
Wisconsin
$849K +$25.5K +163 +3%
FI
731
Financial Insights
Washington
$848K -$50.4K -322 -5%
EWM
732
Empirical Wealth Management
Washington
$846K +$459K +2,936 +101%
RPWA
733
Regent Peak Wealth Advisors
Georgia
$843K +$173K +1,109 +24%
FFN
734
Focus Financial Network
Minnesota
$842K +$7.35K +47 +0.8%
FBA
735
Front Barnett Associates
Illinois
$841K -$24.7K -158 -3%
CAG
736
Crestwood Advisors Group
Massachusetts
$838K +$80.2K +513 +10%
WIA
737
World Investment Advisors
California
$837K -$182K -1,163 -18%
HC
738
Hoese & Co
Minnesota
$836K – – –
CFAM
739
Coury Firm Asset Management
Pennsylvania
$836K +$13.5K +86 +2%
AFG
740
Allegheny Financial Group
Pennsylvania
$836K +$451K +2,882 +100%
CWM
741
Connecticut Wealth Management
Connecticut
$834K +$54.6K +349 +6%
EA
742
Evergreen Advisors
Tennessee
$830K +$133K +849 +17%
B
743
Bailard
California
$826K +$8.45K +54 +1%
RCM
744
RNC Capital Management
California
$823K +$325K +2,075 +58%
MCA
745
MSH Capital Advisors
Arizona
$818K +$189K +1,209 +27%
GSIS
746
Global Strategic Investment Solutions
Arizona
$815K +$313 +2 +0%
APA
747
American Portfolios Advisors
New York
$815K -$200K -1,277 -19%
MA
748
MONECO Advisors
Connecticut
$812K +$360K +2,303 +70%
MSFS
749
Main Street Financial Solutions
Pennsylvania
$802K +$9.54K +61 +1%
LWA
750
LWS Wealth Advisors
New Jersey
$798K +$234K +1,497 +37%
28 29
30
31 32