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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
MLM
826
Mount Lucas Management
Pennsylvania
$1.4M -$1.41M -6,054 -51%
PCP
827
Proficio Capital Partners
Massachusetts
$1.4M – – –
TNB
828
Thomasville National Bank
Georgia
$1.4M +$1.34M +5,761 New
WA
829
Walsh & Associates
Florida
$1.38M +$4.19K +18 +0.3%
MC
830
Middleton & Co
Massachusetts
$1.38M – – –
SWM
831
Sendero Wealth Management
Texas
$1.38M – – –
SFGM
832
Stonebridge Financial Group (Missouri)
Missouri
$1.38M +$1.4K +6 +0.1%
LI
833
LRI Investments
Florida
$1.38M -$921K -3,953 -41%
CLIP
834
Colter Lewis Investment Partners
Connecticut
$1.37M +$3.96K +17 +0.3%
AF
835
Apollon Financial
South Carolina
$1.37M -$22.6K -97 -2%
FFA
836
Fragasso Financial Advisors
Pennsylvania
$1.37M -$2.79K -12 -0.2%
JF
837
JSF Financial
California
$1.36M +$707K +3,035 +118%
WPC
838
Wedmont Private Capital
Pennsylvania
$1.36M +$321K +1,379 +33%
BCA
839
Bay Colony Advisors
Massachusetts
$1.36M -$28.2K -121 -2%
FPCP
840
Fort Point Capital Partners
California
$1.35M +$3.49K +15 +0.3%
ACM
841
Alamar Capital Management
California
$1.35M -$571K -2,450 -31%
IAG
842
Investment Advisory Group
Massachusetts
$1.35M +$233 +1 +0%
EW
843
Elyxium Wealth
California
$1.34M – – –
BAM
844
Belpointe Asset Management
Nevada
$1.34M -$79K -339 -6%
CFS
845
CRA Financial Services
New Jersey
$1.34M +$11.6K +50 +0.9%
ML
846
McAdam LLC
Pennsylvania
$1.34M -$264K -1,132 -17%
BS
847
BCI Securities
Florida
$1.33M – – –
BFC
848
Bedel Financial Consulting
Indiana
$1.33M +$18.9K +81 +2%
JCM
849
Jacobi Capital Management
Pennsylvania
$1.32M -$12.3K -53 -1%
ECM
850
Evergreen Capital Management
Washington
$1.32M – – –
32 33
34
35 36