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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
801
RWA Wealth Partners
Massachusetts
$473K +$15.8K +109 +4%
MSA
802
Marino Stram & Associates
Massachusetts
$471K – – –
FIM
803
Fernwood Investment Management
Massachusetts
$470K +$86.5K +598 +24%
ZIM
804
Zacks Investment Management
Illinois
$469K -$22.2M -153,610 -98%
SAG
805
Spotlight Asset Group
Illinois
$468K – – –
ACA
806
Aptus Capital Advisors
Alabama
$468K +$419K +2,897 +1,509%
LWA
807
LWS Wealth Advisors
New Jersey
$457K +$289 +2 +0.1%
RC
808
RegentAtlantic Capital
New Jersey
$456K +$1.45K +10 +0.3%
VWM
809
Valley Wealth Managers
New Jersey
$454K -$989K -6,838 -70%
MAM
810
Madison Asset Management
Wisconsin
$454K – – –
UIA
811
UBP Investment Advisors
Switzerland
$450K – – –
IFG
812
Independent Financial Group
California
$449K +$194K +1,344 +83%
FNBT
813
FineMark National Bank & Trust
Florida
$449K +$12.9K +89 +3%
AWM
814
AAF Wealth Management
Massachusetts
$449K -$1.3K -9 -0.3%
BFA
815
Beaumont Financial Advisors
Massachusetts
$448K +$82.9K +573 +24%
CTA
816
Chesley Taft & Associates
Illinois
$448K +$190K +1,315 +83%
CC
817
Chicago Capital
Illinois
$447K -$237K -1,635 -36%
EWP
818
Engrave Wealth Partners
Texas
$445K -$165K -1,140 -28%
BAM
819
Belpointe Asset Management
Nevada
$445K -$82.9K -573 -16%
SG
820
StoneX Group
New York
$445K -$4.05K -28 -0.9%
FC
821
Forte Capital
New York
$444K – – –
AIP
822
Ameritas Investment Partners
Nebraska
$442K – – –
BFS
823
Bradley Foster & Sargent
Connecticut
$442K +$14.6K +101 +4%
SHGA
824
Sand Hill Global Advisors
California
$441K -$20.8K -144 -5%
ZIC
825
ZWJ Investment Counsel
Georgia
$439K +$420K +2,900 New
31 32
33
34 35