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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
826
Cornerstone Wealth Management
Missouri
$662K -$14.6K -89 -2%
MC
827
Moors & Cabot
Massachusetts
$662K -$3.78K -23 -0.6%
CWM
828
Calamos Wealth Management
Illinois
$658K -$61.3K -373 -9%
SIS
829
SVB Investment Services
Utah
$657K -$164 -1 -0%
PWP
830
Pursue Wealth Partners
California
$654K – – –
MFG
831
MidWestOne Financial Group
Iowa
$652K – – –
BA
832
Ballew Advisors
Mississippi
$649K +$164 +1 +0%
PFT
833
Providence First Trust
Arizona
$647K – – –
TI
834
Truepoint Inc
Ohio
$644K – – –
IBOK
835
Independence Bank of Kentucky
Kentucky
$644K +$254K +1,547 +66%
BFG
836
Berger Financial Group
Minnesota
$641K – – –
GGS
837
Galvin Gaustad & Stein
Arizona
$640K -$12.5K -76 -2%
BCM
838
Buckhead Capital Management
Georgia
$639K – – –
LFS
839
Lutz Financial Services
Nebraska
$635K – – –
KCA
840
Karn Couzens & Associates
Connecticut
$633K – – –
BFWA
841
Benchmark Financial Wealth Advisors
Florida
$631K +$2.46K +15 +0.4%
WAM
842
Weatherly Asset Management
California
$627K – – –
EIP
843
Ellis Investment Partners
Pennsylvania
$623K +$7.55K +46 +1%
ECM
844
Evergreen Capital Management
Washington
$622K +$20.9K +127 +4%
AFC
845
AFT Forsyth & Company
Florida
$619K +$821 +5 +0.1%
WIC
846
Woodmont Investment Counsel
Tennessee
$618K -$177K -1,076 -22%
KIA
847
KCM Investment Advisors
California
$612K +$94.8K +577 +19%
FGG
848
Financial Guidance Group
Florida
$611K +$605K +3,683 New
IFWM
849
Institute for Wealth Management
Colorado
$607K +$50.9K +310 +9%
IA
850
IFG Advisory
Georgia
$606K +$113K +691 +23%
32 33
34
35 36