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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
726
Cornerstone Wealth Management
Missouri
$1.07M +$3.55K +23 +0.4%
AWM
727
Accurate Wealth Management
Florida
$1.07M +$351K +2,270 +53%
EWA
728
Elevate Wealth Advisory
Georgia
$1.07M +$999K +6,468 New
EWP
729
Elevation Wealth Partners
California
$1.07M +$1.09M +7,030 New
WIM
730
Warwick Investment Management
Texas
$1.07M – – –
CIA
731
Choate Investment Advisors
Massachusetts
$1.06M – – –
MWM
732
Mascoma Wealth Management
New Hampshire
$1.06M +$34K +220 +4%
E
733
ETFidea
New York
$1.06M -$16.2K -105 -2%
CM
734
Castleark Management
Illinois
$1.06M – – –
N
735
Natixis
France
$1.06M -$2.63K -17 -0.3%
LGWM
736
Litman Gregory Wealth Management
California
$1.06M – – –
PFG
737
Pacific Financial Group
Washington
$1.06M +$22.1K +143 +2%
OCM
738
Objective Capital Management
Ohio
$1.05M +$309 +2 +0%
BCA
739
Bay Colony Advisors
Massachusetts
$1.05M +$983K +6,366 New
V
740
VeraBank
Texas
$1.05M +$33.8K +219 +4%
MWM
741
Meridian Wealth Management
Kentucky
$1.05M -$547K -3,541 -36%
CT
742
Coastline Trust
Rhode Island
$1.04M -$392K -2,540 -29%
WI
743
Wintrust Investments
Illinois
$1.04M -$65.8K -426 -6%
GT
744
Greenleaf Trust
Michigan
$1.04M -$153K -991 -14%
FWM
745
Fairhaven Wealth Management
Illinois
$1.04M +$5.1K +33 +0.5%
TCOTS
746
Trust Company of the South
North Carolina
$1.03M +$964K +6,242 New
LSAG
747
Lake Street Advisors Group
New Hampshire
$1.03M +$959K +6,210 New
TP
748
Tranquility Partners
Tennessee
$1.02M -$147K -955 -13%
VF
749
Vawter Financial
Ohio
$1.01M -$23.6K -153 -2%
BWM
750
Baystate Wealth Management
Massachusetts
$1.01M +$4.32K +28 +0.5%
28 29
30
31 32