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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
776
Core Wealth Advisors (Florida)
Florida
$925K -$69.8K -452 -7%
PA
777
PFG Advisors
Arizona
$925K +$222K +1,436 +34%
PPP
778
Private Portfolio Partners
New Jersey
$918K -$4.79K -31 -0.6%
ACM
779
Advisors Capital Management
New Jersey
$914K +$34.3K +222 +4%
SCTC
780
Sanibel Captiva Trust Company
Florida
$911K +$852K +5,515 New
P
781
Pitcairn
Pennsylvania
$907K +$847K +5,486 New
CBA
782
Coastal Bridge Advisors
Connecticut
$899K -$178K -1,150 -17%
PCMC
783
Paragon Capital Management (Colorado)
Colorado
$887K -$193K -1,251 -19%
WB
784
WesBanco Bank
West Virginia
$886K -$63.9K -414 -7%
LBC
785
Lowe Brockenbrough & Co
Virginia
$886K – – –
SCA
786
STALEY CAPITAL ADVISERS
Pennsylvania
$885K – – –
MA
787
MONECO Advisors
Connecticut
$884K -$16.7K -108 -2%
FI
788
Financial Insights
Washington
$879K -$2.47K -16 -0.3%
VC
789
Veracity Capital
Georgia
$878K +$485K +3,140 +144%
PGWM
790
Parisi Gray Wealth Management
New Jersey
$873K +$39.7K +257 +5%
SC
791
SouthState Corp
Florida
$868K -$17K -110 -2%
CAM
792
Campion Asset Management
Virginia
$867K +$9.27K +60 +1%
RPWA
793
Regent Peak Wealth Advisors
Georgia
$864K -$8.65K -56 -1%
BFS
794
Bradley Foster & Sargent
Connecticut
$850K -$99.9K -647 -11%
KMWM
795
Keudell/Morrison Wealth Management
Oregon
$850K +$794K +5,144 New
BIA
796
BHK Investment Advisors
Alabama
$848K -$24.9K -161 -3%
WF
797
Welch & Forbes
Massachusetts
$845K -$18.8K -122 -2%
CHC
798
City Holding Co
West Virginia
$836K +$242K +1,570 +45%
IWP
799
Invenio Wealth Partners
Florida
$836K -$262K -1,695 -25%
GSWM
800
Greenup Street Wealth Management
Michigan
$835K +$780K +5,050 New
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