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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
751
WoodTrust Financial
Wisconsin
$641K +$25.8K +163 +4%
FRA
752
Front Row Advisors
California
$636K -$792 -5 -0.1%
LWA
753
LWS Wealth Advisors
New Jersey
$636K +$158K +995 +33%
NEIRG
754
New England Investment & Retirement Group
Massachusetts
$635K +$2.38K +15 +0.4%
BFEC
755
Benjamin F. Edwards & Company
Missouri
$635K +$399K +2,521 +170%
FFA
756
First Foundation Advisors
California
$632K -$309K -1,953 -33%
AWM
757
Apollon Wealth Management
South Carolina
$632K +$30.4K +192 +5%
OLA
758
Oliver Luxxe Assets
New Jersey
$629K +$41.2K +260 +7%
MC
759
Moors & Cabot
Massachusetts
$628K -$41.6K -263 -6%
PP
760
PrairieView Partners
Minnesota
$627K -$52.1K -329 -8%
PFA
761
Pure Financial Advisors
California
$627K +$12.5K +79 +2%
PCS
762
Personal CFO Solutions
New Jersey
$625K +$85.5K +540 +16%
TI
763
Truepoint Inc
Ohio
$624K -$7.28K -46 -1%
PFT
764
Providence First Trust
Arizona
$619K – – –
CWM
765
Cornerstone Wealth Management
Missouri
$617K +$6.17K +39 +1%
BFPW
766
BOK Financial Private Wealth
Colorado
$616K -$40.8K -258 -6%
PCIA
767
Prime Capital Investment Advisors
Kansas
$616K +$227K +1,435 +59%
PB
768
Pinnacle Bancorp
Nebraska
$615K – – –
RCM
769
RNC Capital Management
California
$615K – – –
IFWM
770
Institute for Wealth Management
Colorado
$613K +$51K +322 +9%
BCM
771
Buckhead Capital Management
Georgia
$611K – – –
MA
772
MONECO Advisors
Connecticut
$608K +$1.27K +8 +0.2%
LFS
773
Lutz Financial Services
Nebraska
$607K +$51.9K +328 +9%
KCA
774
Karn Couzens & Associates
Connecticut
$605K – – –
WAM
775
Weatherly Asset Management
California
$599K – – –
29 30
31
32 33