We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
726
Lowe Brockenbrough & Co
Virginia
$1,000K – – –
CBA
727
Coastal Bridge Advisors
Connecticut
$999K – – –
PCMC
728
Paragon Capital Management (Colorado)
Colorado
$998K +$4.49K +30 +0.5%
FANJ
729
Financial Architects (New Jersey)
New Jersey
$994K – – –
CFO
730
CVA Family Office
Colorado
$994K +$47K +314 +5%
AWM
731
Apollon Wealth Management
South Carolina
$992K -$707K -4,724 -42%
JWM
732
JFG Wealth Management
Colorado
$986K +$10.6K +71 +1%
TNB
733
Thomasville National Bank
Georgia
$979K +$7.04K +47 +0.7%
WIM
734
Warwick Investment Management
Texas
$979K +$966K +6,455 New
NG
735
Northstar Group
New York
$978K +$11.7K +78 +1%
RLWM
736
RF&L Wealth Management
Massachusetts
$975K +$962K +6,427 New
CM
737
Castleark Management
Illinois
$971K – – –
BFA
738
Brown Financial Advisory
Alabama
$959K – – –
PFGIA
739
Patriot Financial Group Insurance Agency
Massachusetts
$954K +$5.39K +36 +0.6%
HPA
740
High Probability Advisors
New York
$954K +$12.1K +81 +1%
PMFA
741
Plante Moran Financial Advisors
Michigan
$950K – – –
AUB
742
Atlantic Union Bankshares
Virginia
$948K +$659K +4,404 +238%
AF
743
Apexium Financial
Texas
$947K – – –
FWM
744
Fairhaven Wealth Management
Illinois
$945K – – –
MWM
745
Mascoma Wealth Management
New Hampshire
$943K – – –
DWMG
746
DB Wealth Management Group
California
$943K -$243K -1,623 -21%
PFG
747
Pacific Financial Group
Washington
$942K -$14.8K -99 -2%
AIS
748
American Investment Services
Massachusetts
$942K – – –
BFS
749
Bradley Foster & Sargent
Connecticut
$934K +$34.4K +230 +4%
PCIA
750
Prime Capital Investment Advisors
Kansas
$932K +$214K +1,431 +30%
28 29
30
31 32