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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
751
Connecticut Wealth Management
Connecticut
$1.24M +$285K +1,431 +31%
TP
752
Tranquility Partners
Tennessee
$1.24M -$80.4K -404 -6%
TNB
753
Thomasville National Bank
Georgia
$1.24M -$36.8K -185 -3%
TCWA
754
Turtle Creek Wealth Advisors
Texas
$1.24M – – –
WB
755
WesBanco Bank
West Virginia
$1.24M -$13.1K -66 -1%
CIA
756
Capital Investment Advisors
Georgia
$1.24M +$12.1K +61 +1%
SCI
757
Stableford Capital II
Arizona
$1.23M -$199 -1 -0%
IF
758
Intrua Financial
Texas
$1.23M +$1.2M +6,029 New
TCOTS
759
Trust Company of the South
North Carolina
$1.22M -$15.5K -78 -1%
TWP
760
TFO Wealth Partners
Ohio
$1.22M +$236K +1,186 +25%
AWA
761
Amplius Wealth Advisors
Pennsylvania
$1.22M -$268K -1,345 -18%
SIA
762
SkyView Investment Advisors
New Jersey
$1.22M – – –
TWM
763
Thrive Wealth Management
Pennsylvania
$1.21M +$12.5K +63 +1%
AF
764
Apollon Financial
South Carolina
$1.21M +$22.9K +115 +2%
SIC
765
Sigma Investment Counselors
Michigan
$1.21M -$13.9K -70 -1%
CIA
766
Choate Investment Advisors
Massachusetts
$1.21M -$11.9K -60 -1%
NPT
767
National Philanthropic Trust
Pennsylvania
$1.21M – – –
MWM
768
Mascoma Wealth Management
New Hampshire
$1.2M -$39.8K -200 -3%
FPCP
769
Fort Point Capital Partners
California
$1.19M -$106K -531 -8%
AF
770
Apexium Financial
Texas
$1.19M -$10.5K -53 -0.9%
FPW
771
Fairvoy Private Wealth
Alabama
$1.19M – – –
LAS
772
LWM Advisory Services
Florida
$1.19M +$115K +579 +11%
EWA
773
Encompass Wealth Advisors
Oregon
$1.18M +$199 +1 +0%
CA
774
Capital Advantage
California
$1.18M -$24.1K -121 -2%
CFO
775
Collective Family Office
Pennsylvania
$1.18M – – –
29 30
31
32 33