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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
801
International Assets Investment Management
Florida
$1.37M -$19.8K -96 -1%
V
802
VeraBank
Texas
$1.36M – – –
CWA
803
Canvas Wealth Advisors
Kansas
$1.36M +$160K +775 +14%
ACM
804
Advisors Capital Management
New Jersey
$1.36M +$182K +879 +16%
VP
805
Verum Partners
North Carolina
$1.36M -$50.8K -246 -4%
B
806
Bailard
California
$1.36M – – –
WIC
807
Whitegate Investment Counselors
New Hampshire
$1.34M -$20.4K -99 -2%
CWA
808
Cascade Wealth Advisors
Washington
$1.34M – – –
MYIA
809
Mount Yale Investment Advisors
Colorado
$1.34M -$396K -1,915 -23%
CIA
810
Capital Investment Advisors
Georgia
$1.34M +$59.1K +286 +5%
HC
811
Hourglass Capital
Texas
$1.33M +$1.09M +5,270 +493%
AC
812
AlphaCore Capital
California
$1.33M +$7.85K +38 +0.6%
WIA
813
Wetzel Investment Advisors
Indiana
$1.33M -$10.5K -51 -0.8%
UAG
814
United Advisor Group
Ohio
$1.33M +$1.3M +6,307 New
MAA
815
Matrix Asset Advisors
New York
$1.33M +$6.82K +33 +0.5%
MSFS
816
Main Street Financial Solutions
Pennsylvania
$1.32M -$2.89K -14 -0.2%
HI
817
Harbour Investments
Wisconsin
$1.32M +$101K +490 +9%
AWA
818
Amplius Wealth Advisors
Pennsylvania
$1.31M +$54.3K +263 +4%
CW
819
CreativeOne Wealth
Kansas
$1.31M +$222K +1,075 +21%
CAC
820
Certified Advisory Corp
Florida
$1.31M -$20.9K -101 -2%
EC
821
Elequin Capital
New York
$1.3M +$496K +2,399 +63%
MWMDPGFG
822
MLG Wealth Management DBA Pine Grove Financial Group
Minnesota
$1.3M +$1.28M +6,175 New
NAS
823
Nicolet Advisory Services
Wisconsin
$1.3M -$251K -1,216 -17%
AF
824
Apollon Financial
South Carolina
$1.3M +$46.5K +225 +4%
TBT
825
Texas Bank & Trust
Texas
$1.3M – – –
31 32
33
34 35