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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
751
Cardiff Park Advisors
California
$1.56M +$9.5K +46 +0.6%
MA
752
Maxele Advisors
Missouri
$1.56M -$10.3K -50 -0.7%
EA
753
Enclave Advisors
Texas
$1.56M -$40.7K -197 -3%
BGAI
754
Bruce G. Allen Investments
Colorado
$1.55M +$19K +92 +1%
PCS
755
Personal CFO Solutions
New Jersey
$1.54M +$1.51M +7,317 New
PA
756
Pinnacle Associates
New York
$1.54M -$7.02K -34 -0.5%
PIA
757
Perennial Investment Advisors
California
$1.54M +$143K +692 +10%
SMA
758
Sage Mountain Advisors
Georgia
$1.53M – – –
CCM
759
Cambridge Capital Management
Illinois
$1.53M +$826 +4 +0.1%
FCH
760
Freestone Capital Holdings
Washington
$1.53M -$176K -851 -10%
LA
761
Legacy Advisors
Pennsylvania
$1.53M -$146K -707 -9%
SC
762
SouthState Corp
Florida
$1.52M -$647K -3,132 -30%
TC
763
Tannin Capital
North Carolina
$1.51M +$1.49M +7,198 New
WF
764
Welch & Forbes
Massachusetts
$1.5M – – –
GT
765
Greenleaf Trust
Michigan
$1.5M – – –
OCG
766
Opus Capital Group
Ohio
$1.49M -$2.48K -12 -0.2%
DC
767
Davenport & Co
Virginia
$1.49M +$399K +1,931 +38%
TPWA
768
Twin Peaks Wealth Advisors
California
$1.48M -$439K -2,125 -24%
BRWA
769
B. Riley Wealth Advisors
Florida
$1.47M +$4.34K +21 +0.3%
N
770
Natixis
France
$1.47M +$139K +675 +11%
GWM
771
Global Wealth Management
New Jersey
$1.46M – – –
GA
772
Greenspring Advisors
Maryland
$1.46M +$1.01M +4,902 +240%
AWM
773
Angeles Wealth Management
California
$1.46M +$76K +368 +6%
AIP
774
Almanack Investment Partners
Pennsylvania
$1.46M – – –
WCP
775
Wick Capital Partners
Pennsylvania
$1.45M -$93K -450 -6%
29 30
31
32 33