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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
776
Hoese & Co
Minnesota
$992K – – –
BFA
777
Brown Financial Advisory
Alabama
$988K – – –
LOPW
778
Live Oak Private Wealth
North Carolina
$987K +$62.3K +342 +7%
PMFA
779
Plante Moran Financial Advisors
Michigan
$981K +$39.4K +216 +4%
IAG
780
Investmark Advisory Group
Connecticut
$976K +$1.64K +9 +0.2%
LSAG
781
Lake Street Advisors Group
New Hampshire
$969K +$1.27K +7 +0.1%
HWM
782
Hemington Wealth Management
Virginia
$966K +$3.64K +20 +0.4%
CTC
783
Central Trust Company
Missouri
$966K +$24.2K +133 +3%
FI
784
Financial Insights
Washington
$964K – – –
PPP
785
Private Portfolio Partners
New Jersey
$959K +$920K +5,052 New
SCI
786
S&CO Inc
Massachusetts
$958K – – –
MWM
787
Meridian Wealth Management
Kentucky
$955K +$917K +5,034 New
DWM
788
Diversify Wealth Management
Utah
$951K +$908K +4,982 New
BFA
789
Beaumont Financial Advisors
Massachusetts
$950K -$135K -740 -13%
RPWA
790
Regent Peak Wealth Advisors
Georgia
$949K – – –
HP
791
Holistic Planning
Texas
$944K +$99.1K +544 +12%
B
792
Bailard
California
$936K – – –
TPI
793
Trust Point Inc
Wisconsin
$932K +$415K +2,276 +86%
AAP
794
Arax Advisory Partners
Colorado
$930K +$4.55K +25 +0.5%
MFA
795
McClarren Financial Advisors
Pennsylvania
$929K +$103K +564 +46%
TC
796
TownSquare Capital
Utah
$925K +$87.8K +482 +11%
MFC
797
Morris Financial Concepts
South Carolina
$922K -$73.2K -402 -8%
FBT
798
First Bank & Trust
South Dakota
$922K -$26.8K -147 -3%
WF
799
Welch & Forbes
Massachusetts
$921K – – –
AAS
800
Annex Advisory Services
Wisconsin
$919K +$2.73K +15 +0.3%
30 31
32
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