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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
801
TFO Wealth Partners
Ohio
$1.29M +$5.04K +23 +0.4%
WIM
802
Warwick Investment Management
Texas
$1.29M +$657 +3 +0%
WIC
803
Whitegate Investment Counselors
New Hampshire
$1.29M -$76.6K -350 -5%
BWL
804
Bogart Wealth LLC
Virginia
$1.28M +$281K +1,284 +27%
TCOTS
805
Trust Company of the South
North Carolina
$1.28M – – –
AWA
806
Amplius Wealth Advisors
Pennsylvania
$1.28M -$57.6K -263 -4%
SIA
807
SkyView Investment Advisors
New Jersey
$1.28M – – –
PCS
808
Personal CFO Solutions
New Jersey
$1.27M -$302K -1,380 -19%
SIC
809
Sigma Investment Counselors
Michigan
$1.26M -$9.86K -45 -0.8%
WF
810
Welch & Forbes
Massachusetts
$1.26M -$274K -1,250 -17%
MWM
811
Meridian Wealth Management
Kentucky
$1.26M -$10.3K -47 -0.8%
BAM
812
Belpointe Asset Management
Nevada
$1.25M -$61.5K -281 -5%
CA
813
Capital Advantage
California
$1.25M – – –
QCM
814
QRG Capital Management
Illinois
$1.25M -$938K -4,282 -42%
EWA
815
Encompass Wealth Advisors
Oregon
$1.24M – – –
KFP
816
KMG Fiduciary Partners
Ohio
$1.24M +$8.54K +39 +0.7%
MWM
817
Modern Wealth Management
Kansas
$1.24M +$1.26M +5,760 New
CIA
818
Choate Investment Advisors
Massachusetts
$1.24M – – –
CRC
819
Curi RMB Capital
Illinois
$1.24M -$69K -315 -5%
AF
820
Apollon Financial
South Carolina
$1.23M -$88.5K -404 -7%
PCP
821
Proficio Capital Partners
Massachusetts
$1.23M – – –
FFA
822
Fragasso Financial Advisors
Pennsylvania
$1.22M – – –
FMI
823
F/M Investments
District of Columbia
$1.22M +$57.2K +261 +5%
BCA
824
Bay Colony Advisors
Massachusetts
$1.22M +$4.6K +21 +0.4%
MC
825
Middleton & Co
Massachusetts
$1.22M – – –
31 32
33
34 35