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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
826
Roble Belko & Company
Pennsylvania
$679K – – –
CFS
827
CRA Financial Services
New Jersey
$679K +$127K +778 +24%
NWM
828
NEIRG Wealth Management
Massachusetts
$678K +$661K +4,035 New
MC
829
Moors & Cabot
Massachusetts
$674K -$5.57K -34 -0.8%
LWA
830
LWS Wealth Advisors
New Jersey
$674K – – –
LA
831
LVW Advisors
New York
$672K +$430K +2,627 +191%
BAM
832
Bosun Asset Management
Illinois
$672K +$655K +4,000 New
RWA
833
Redmont Wealth Advisors
Illinois
$672K +$655K +4,000 New
NL
834
Navalign LLC
California
$670K -$77.8K -475 -11%
PP
835
PrairieView Partners
Minnesota
$664K – – –
BA
836
Ballew Advisors
Mississippi
$662K +$24.1K +147 +4%
GGS
837
Galvin Gaustad & Stein
Arizona
$661K -$819 -5 -0.1%
PWP
838
Pursue Wealth Partners
California
$661K +$645K +3,936 New
SIS
839
SVB Investment Services
Utah
$660K -$82.4K -503 -11%
MFG
840
MidWestOne Financial Group
Iowa
$660K +$644K +3,929 New
IAIM
841
International Assets Investment Management
Florida
$656K +$43.1K +263 +7%
PFT
842
Providence First Trust
Arizona
$655K – – –
WB
843
Webster Bank
Connecticut
$654K +$5.57K +34 +0.9%
TI
844
Truepoint Inc
Ohio
$652K – – –
BFG
845
Berger Financial Group
Minnesota
$649K +$128K +780 +25%
BCM
846
Buckhead Capital Management
Georgia
$647K – – –
LFS
847
Lutz Financial Services
Nebraska
$642K – – –
FPCG
848
Fort Pitt Capital Group
Pennsylvania
$641K – – –
KCA
849
Karn Couzens & Associates
Connecticut
$641K – – –
BFWA
850
Benchmark Financial Wealth Advisors
Florida
$636K +$819 +5 +0.1%
32 33
34
35 36