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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
776
Collective Family Office
Pennsylvania
$1.13M -$245K -1,325 -19%
CFGA
777
Cambridge Financial Group (Arizona)
Arizona
$1.12M +$82.8K +447 +8%
HI
778
Harbour Investments
Wisconsin
$1.12M -$55.7K -301 -5%
VW
779
Vance Wealth
California
$1.12M -$33.2K -179 -3%
PWM
780
Parkshore Wealth Management
California
$1.11M -$24.3K -131 -2%
JSW
781
Journey Strategic Wealth
New Jersey
$1.11M -$861K -4,648 -45%
BWP
782
Balboa Wealth Partners
Arizona
$1.11M +$1.06M +5,727 New
JCM
783
Jacobi Capital Management
Pennsylvania
$1.11M -$7.04K -38 -0.7%
EFG
784
Embree Financial Group
Illinois
$1.11M +$46.1K +249 +5%
FFA
785
Fragasso Financial Advisors
Pennsylvania
$1.11M -$6.48K -35 -0.6%
MC
786
Middleton & Co
Massachusetts
$1.11M – – –
SWM
787
Sendero Wealth Management
Texas
$1.11M – – –
PGWM
788
Parisi Gray Wealth Management
New Jersey
$1.1M -$23.9K -129 -2%
LOPW
789
Live Oak Private Wealth
North Carolina
$1.1M -$50.6K -273 -5%
TWA
790
TCI Wealth Advisors
Arizona
$1.09M -$8.89K -48 -0.8%
ACM
791
Advisors Capital Management
New Jersey
$1.09M -$81.9K -442 -7%
TFGT
792
TS Financial Group (TSFG)
Illinois
$1.08M +$185 +1 +0%
FMII
793
Farmers & Merchants Investments Inc
Nebraska
$1.08M -$317K -1,712 -24%
CWM
794
Cornerstone Wealth Management
Missouri
$1.08M -$3.89K -21 -0.4%
IAG
795
Investment Advisory Group
Massachusetts
$1.07M +$5.74K +31 +0.6%
WP
796
WealthShield Partners
North Carolina
$1.07M -$20.9K -113 -2%
LCM
797
Logan Capital Management
Pennsylvania
$1.07M -$451K -2,433 -31%
ACA
798
Atlas Capital Advisors
Wyoming
$1.07M +$141K +764 +16%
CHC
799
City Holding Co
West Virginia
$1.07M -$21.5K -116 -2%
FNT
800
First National Trust
Pennsylvania
$1.06M – – –
30 31
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