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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
801
Chesley Taft & Associates
Illinois
$1.04M +$112K +605 +13%
HP
802
Holistic Planning
Texas
$1.04M +$37.6K +203 +4%
SCA
803
STALEY CAPITAL ADVISERS
Pennsylvania
$1.04M – – –
BWA
804
BlueChip Wealth Advisors
Georgia
$1.04M – – –
CWAF
805
Core Wealth Advisors (Florida)
Florida
$1.04M +$370 +2 +0%
FFA
806
First Foundation Advisors
California
$1.04M +$26.5K +143 +3%
AHC
807
Anderson Hoagland & Co
Missouri
$1.03M -$189K -1,020 -16%
SFPG
808
Stonebridge Financial Planning Group
Florida
$1.03M +$741 +4 +0.1%
JCM
809
Janney Capital Management
Pennsylvania
$1.03M -$144K -780 -13%
LAS
810
LWM Advisory Services
Florida
$1.02M +$975K +5,264 New
YP
811
YANKCOM Partnership
South Dakota
$1.02M – – –
NPF
812
Norris Perne & French
Michigan
$1.02M – – –
CTC
813
Central Trust Company
Missouri
$1.01M +$23K +124 +2%
JWM
814
JP Wealth Management
South Carolina
$1.01M -$181M -976,227 -99%
PCG
815
Prosperity Consulting Group
Maryland
$1.01M +$341K +1,842 +55%
FFC
816
First Financial Corp
Indiana
$1.01M – – –
DWM
817
Dakota Wealth Management
Florida
$1.01M +$556 +3 +0.1%
SHJ
818
Sharkey, Howes & Javer
Colorado
$1M -$60.2K -325 -6%
IAG
819
Investmark Advisory Group
Connecticut
$1M +$1.3K +7 +0.1%
HIP
820
HUB Investment Partners
Texas
$1M -$83.7K -452 -8%
BWP
821
BSW Wealth Partners
Colorado
$1,000K – – –
BFA
822
Brown Financial Advisory
Alabama
$994K – – –
BF
823
Bonfire Financial
Colorado
$988K +$4.26K +23 +0.5%
ECM
824
Evergreen Capital Management
Washington
$988K – – –
HC
825
Hoese & Co
Minnesota
$983K -$29.6K -160 -3%
31 32
33
34 35