We are live on ! Find out more
IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
751
MONECO Advisors
Connecticut
$706K -$60.7K -404 -7%
CB
752
Cadence Bank
Mississippi
$706K +$780K +5,188 New
LWP
753
Legacy Wealth Planning
Nevada
$705K -$150K -996 -16%
SC
754
SouthState Corp
Florida
$705K -$35.5K -236 -4%
TWM
755
Thrive Wealth Management
Pennsylvania
$705K +$122K +812 +19%
HI
756
Harbour Investments
Wisconsin
$691K – – –
SCI
757
S&CO Inc
Massachusetts
$686K – – –
OLA
758
Oliver Luxxe Assets
New Jersey
$682K +$49.3K +328 +7%
KFI
759
Key Financial Inc
Pennsylvania
$680K +$13.1K +87 +2%
CWA
760
CM Wealth Advisors
Ohio
$672K – – –
WI
761
WrapManager Inc
California
$666K -$36.5K -243 -5%
IAG
762
Investmark Advisory Group
Connecticut
$663K -$5.26K -35 -0.7%
WCWM
763
Willow Creek Wealth Management
California
$659K – – –
AW
764
ACG Wealth
Georgia
$656K – – –
GG
765
Gofen & Glossberg
Illinois
$653K -$235K -1,565 -25%
B
766
Bailard
California
$652K -$136K -903 -16%
YWP
767
YorkBridge Wealth Partners
New York
$650K +$25.1K +167 +4%
MGIA
768
Matthew Goff Investment Advisor
Texas
$648K – – –
CPA
769
Capital Planning Advisors
California
$646K -$538K -3,578 -43%
EWM
770
Empirical Wealth Management
Washington
$646K -$162K -1,080 -19%
PIFP
771
Partners in Financial Planning
Virginia
$642K +$176K +1,173 +39%
PCIA
772
Prime Capital Investment Advisors
Kansas
$641K +$202K +1,344 +40%
GTAM
773
Global Trust Asset Management
Florida
$639K -$52.1K -347 -7%
IAG
774
Investment Advisory Group
Massachusetts
$636K +$340K +2,262 +94%
CIM
775
Confluence Investment Management
Missouri
$635K -$125K -830 -15%
29 30
31
32 33