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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
776
Courier Capital
New York
$728K – – –
HI
777
Harbour Investments
Wisconsin
$725K +$31K +203 +5%
MCM
778
Mitchell Capital Management
Kansas
$718K -$93.4K -611 -12%
M
779
MYeCFO
California
$715K +$73.4K +480 +12%
CIM
780
Confluence Investment Management
Missouri
$714K +$691K +4,522 New
BWL
781
Bogart Wealth LLC
Virginia
$712K – – –
CWP
782
Cyndeo Wealth Partners
Florida
$712K -$582K -3,809 -46%
CA
783
CGN Advisors
Kansas
$705K +$24.8K +162 +4%
AWS
784
AJ Wealth Strategies
New York
$704K – – –
PAM
785
Palisade Asset Management
Minnesota
$703K – – –
WI
786
WrapManager Inc
California
$702K -$8.1K -53 -1%
SB
787
Sunflower Bank
Texas
$699K +$85.2K +557 +14%
GPA
788
Guidance Point Advisors
Massachusetts
$697K +$13.6K +89 +2%
CWM
789
Calamos Wealth Management
Illinois
$695K +$58.2K +381 +9%
TA
790
TFB Advisors
Kansas
$688K +$667K +4,361 New
ACS
791
Archford Capital Strategies
Illinois
$684K – – –
PWMAG
792
Pinnacle Wealth Management Advisory Group
New Jersey
$684K +$20K +131 +3%
AWM
793
Accurate Wealth Management
Florida
$681K +$4.13K +27 +0.6%
PWMG
794
Provence Wealth Management Group
California
$676K -$19.9K -130 -3%
BCP
795
Berkeley Capital Partners
Georgia
$674K +$653K +4,271 New
MIAS
796
Mason Investment Advisory Services
Virginia
$672K – – –
NL
797
NVWM LLC
Pennsylvania
$670K – – –
FRA
798
Front Row Advisors
California
$668K +$2.14K +14 +0.3%
B
799
Bailard
California
$664K +$4.59K +30 +0.7%
LOPW
800
Live Oak Private Wealth
North Carolina
$664K +$85.3K +558 +15%
30 31
32
33 34