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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MHI
751
Miller Howard Investments
New York
$794K +$615K +3,877 +287%
HC
752
Hoese & Co
Minnesota
$793K -$85.6K -540 -9%
CAM
753
Campion Asset Management
Virginia
$787K -$281K -1,770 -25%
FI
754
Financial Insights
Washington
$781K – – –
AA
755
AlphaQ Advisors
Florida
$780K -$343K -2,160 -30%
CTC
756
Central Trust Company
Missouri
$780K -$27.1K -171 -3%
EWM
757
Empirical Wealth Management
Washington
$778K – – –
DWM
758
Dakota Wealth Management
Florida
$778K -$439K -2,769 -35%
PCG
759
Prosperity Consulting Group
Maryland
$777K +$812K +5,121 New
GC
760
Gratus Capital
Georgia
$768K – – –
SCI
761
S&CO Inc
Massachusetts
$766K – – –
SHJ
762
Sharkey, Howes & Javer
Colorado
$766K -$223K -1,408 -22%
PMFA
763
Plante Moran Financial Advisors
Michigan
$764K +$37.9K +239 +5%
PGWM
764
Parisi Gray Wealth Management
New Jersey
$763K +$10.9K +69 +1%
AAS
765
Annex Advisory Services
Wisconsin
$762K -$36.8K -232 -4%
IAG
766
Investmark Advisory Group
Connecticut
$758K +$18.4K +116 +2%
RW
767
Regimen Wealth
Georgia
$758K -$42.8K -270 -5%
AUB
768
Atlantic Union Bankshares
Virginia
$756K – – –
SIA
769
Schechter Investment Advisors
Michigan
$755K +$257K +1,622 +48%
VVP
770
Venture Visionary Partners
Ohio
$748K – – –
CAAS
771
Capital Asset Advisory Services
Michigan
$745K -$159 -1 -0%
AWM
772
Atticus Wealth Management
Florida
$736K -$1.75K -11 -0.2%
EA
773
Evergreen Advisors
Tennessee
$731K +$17.9K +113 +2%
AIS
774
American Investment Services
Massachusetts
$730K – – –
CB
775
Cadence Bank
Mississippi
$728K – – –
29 30
31
32 33