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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
826
Willow Creek Wealth Management
California
$778K – – –
LT
827
Legacy Trust
Michigan
$776K – – –
CA
828
Continuum Advisory
Idaho
$775K +$370K +2,393 +104%
HP
829
Holistic Planning
Texas
$773K +$722K +4,678 New
EWM
830
Empirical Wealth Management
Washington
$771K -$71.2K -461 -9%
IFG
831
Independent Financial Group
California
$768K +$143K +927 +25%
MMA
832
Miracle Mile Advisors
California
$764K +$200K +1,297 +39%
LTL
833
Lowery Thomas LLC
California
$760K +$8.65K +56 +1%
CWP
834
Cyndeo Wealth Partners
Florida
$758K +$12.2K +79 +2%
CC
835
Courier Capital
New York
$758K -$3.4K -22 -0.5%
EC
836
Estate Counselors
Wisconsin
$758K -$3.65M -23,605 -84%
BC
837
Barnett & Company
Tennessee
$749K – – –
BWL
838
Bogart Wealth LLC
Virginia
$746K – – –
RB
839
Renasant Bank
Mississippi
$745K -$14.2K -92 -2%
BFC
840
Bedel Financial Consulting
Indiana
$743K +$166K +1,073 +31%
RDWM
841
Red Door Wealth Management
Tennessee
$739K – – –
CFS
842
CRA Financial Services
New Jersey
$736K -$19.3K -125 -3%
FUBT
843
First United Bank & Trust
Maryland
$730K -$20.1K -130 -3%
GPA
844
Guidance Point Advisors
Massachusetts
$729K -$9.88K -64 -1%
MWM
845
Moran Wealth Management
Florida
$723K +$676K +4,375 New
BFA
846
Brendel Financial Advisors
New Hampshire
$720K +$673K +4,356 New
AFG
847
Atomi Financial Group
New York
$716K +$109K +706 +19%
PAM
848
Palisade Asset Management
Minnesota
$713K -$21.2K -137 -3%
ASG
849
Ariston Services Group
California
$711K +$665K +4,304 New
PWMG
850
Provence Wealth Management Group
California
$708K -$154 -1 -0%
32 33
34
35 36