IWD icon

iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
801
Investment Advisory Group
Massachusetts
$1.03M – – –
EFG
802
Embree Financial Group
Illinois
$1.03M -$185K -970 -15%
FNT
803
First National Trust
Pennsylvania
$1.03M – – –
NAS
804
Nicolet Advisory Services
Wisconsin
$1.03M -$66.3K -348 -6%
TLFA
805
True Link Financial Advisors
California
$1.02M +$1.03M +5,398 New
TCM
806
Tassel Capital Management
North Carolina
$1.01M +$4.38K +23 +0.4%
SCA
807
STALEY CAPITAL ADVISERS
Pennsylvania
$1.01M – – –
BWA
808
BlueChip Wealth Advisors
Georgia
$1.01M – – –
CWAF
809
Core Wealth Advisors (Florida)
Florida
$1M +$190 +1 +0%
CFGA
810
Cambridge Financial Group (Arizona)
Arizona
$1M +$571 +3 +0.1%
SFPG
811
Stonebridge Financial Planning Group
Florida
$999K +$762 +4 +0.1%
JSL
812
JT Stratford LLC
Georgia
$988K +$688K +3,612 +220%
YP
813
YANKCOM Partnership
South Dakota
$988K – – –
NPF
814
Norris Perne & French
Michigan
$984K -$2.86K -15 -0.3%
HC
815
Hoese & Co
Minnesota
$983K – – –
FFC
816
First Financial Corp
Indiana
$979K -$11.4K -60 -1%
DWM
817
Dakota Wealth Management
Florida
$977K -$1.27M -6,681 -56%
FFA
818
First Foundation Advisors
California
$977K -$104K -546 -10%
LA
819
Legacy Advisors
Pennsylvania
$972K +$190K +1,000 +24%
HP
820
Holistic Planning
Texas
$971K – – –
IAG
821
Investmark Advisory Group
Connecticut
$970K +$1.33K +7 +0.1%
AAP
822
Arax Advisory Partners
Colorado
$969K +$3.62K +19 +0.4%
BWP
823
BSW Wealth Partners
Colorado
$969K +$150K +790 +18%
PMFA
824
Plante Moran Financial Advisors
Michigan
$968K +$15K +79 +2%
EWM
825
Empirical Wealth Management
Washington
$963K -$34.5K -181 -3%
31 32
33
34 35