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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
751
SouthState Corp
Florida
$949K +$23.8K +136 +3%
SCA
752
STALEY CAPITAL ADVISERS
Pennsylvania
$935K – – –
HI
753
Harbour Investments
Wisconsin
$926K +$33.4K +191 +4%
HC
754
Hoese & Co
Minnesota
$925K – – –
PGWM
755
Parisi Gray Wealth Management
New Jersey
$924K +$24.7K +141 +3%
FFA
756
First Foundation Advisors
California
$919K +$19.8K +113 +2%
MFC
757
Morris Financial Concepts
South Carolina
$918K -$463K -2,647 -33%
EWM
758
Empirical Wealth Management
Washington
$915K +$33K +189 +4%
HH
759
Hilltop Holdings
Texas
$912K -$428K -2,446 -32%
BFA
760
Brown Financial Advisory
Alabama
$908K -$130K -743 -12%
QCM
761
QRG Capital Management
Illinois
$908K -$255K -1,458 -22%
WP
762
WMS Partners
Maryland
$908K -$2.62K -15 -0.3%
MFG
763
Merit Financial Group
Georgia
$907K +$8.57K +49 +1%
CFO
764
CVA Family Office
Colorado
$896K -$240K -1,372 -21%
IAG
765
Investmark Advisory Group
Connecticut
$895K +$1.05K +6 +0.1%
HWM
766
Hemington Wealth Management
Virginia
$895K -$71.9K -411 -7%
LSAG
767
Lake Street Advisors Group
New Hampshire
$889K +$80.6K +461 +10%
FI
768
Financial Insights
Washington
$886K -$19.2K -110 -2%
ATS
769
Ashton Thomas Securities
New York
$885K +$890K +5,090 New
GT
770
Greenleaf Trust
Michigan
$885K -$36K -206 -4%
TCBWMS
771
Texas Capital Bank Wealth Management Services
Texas
$882K – – –
CAAS
772
Capital Asset Advisory Services
Michigan
$882K -$1.22K -7 -0.1%
SCI
773
S&CO Inc
Massachusetts
$881K – – –
JIR
774
James Investment Research
Ohio
$877K -$31.5K -180 -3%
FBT
775
First Bank & Trust
South Dakota
$873K -$22.6K -129 -3%
29 30
31
32 33