IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
751
Calamos Wealth Management
Illinois
$1.16M +$249K +1,309 +27%
HPA
752
High Probability Advisors
New York
$1.15M – – –
KFP
753
KMG Fiduciary Partners
Ohio
$1.15M -$5.71K -30 -0.5%
DWM
754
Diversify Wealth Management
Utah
$1.15M +$9.71K +51 +0.8%
SXL
755
Summit X LLC
Missouri
$1.15M +$17.1K +90 +1%
JCM
756
Janney Capital Management
Pennsylvania
$1.14M -$836K -4,389 -42%
TCOTS
757
Trust Company of the South
North Carolina
$1.14M – – –
HI
758
Harbour Investments
Wisconsin
$1.14M +$190 +1 +0%
FMWA
759
Forvis Mazars Wealth Advisors
Missouri
$1.14M -$130K -683 -10%
ACM
760
Advisors Capital Management
New Jersey
$1.14M -$27.2K -143 -2%
GWM
761
Geneos Wealth Management
Colorado
$1.13M -$3.05K -16 -0.3%
CIA
762
Capital Investment Advisors
Georgia
$1.13M -$1.71K -9 -0.1%
SIC
763
Sigma Investment Counselors
Michigan
$1.13M – – –
SIA
764
SkyView Investment Advisors
New Jersey
$1.12M – – –
EWA
765
Elevate Wealth Advisory
Georgia
$1.12M -$952 -5 -0.1%
LOPW
766
Live Oak Private Wealth
North Carolina
$1.12M +$152K +798 +16%
VW
767
Vance Wealth
California
$1.11M -$257K -1,347 -19%
PWM
768
Parkshore Wealth Management
California
$1.1M +$2.48K +13 +0.2%
AF
769
Apexium Financial
Texas
$1.1M – – –
CT
770
Coastline Trust
Rhode Island
$1.1M -$8.57K -45 -0.8%
FAIM
771
Financial Advocates Investment Management
Washington
$1.1M -$11.4K -60 -1%
AF
772
Apollon Financial
South Carolina
$1.1M +$80.4K +422 +8%
EWA
773
Encompass Wealth Advisors
Oregon
$1.09M +$190 +1 +0%
PI
774
PFG Investments
New York
$1.09M -$21.5K -113 -2%
PGWM
775
Parisi Gray Wealth Management
New Jersey
$1.09M +$82.5K +433 +8%
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