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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
826
Hemington Wealth Management
Virginia
$981K -$2.96K -16 -0.3%
SCI
827
S&CO Inc
Massachusetts
$980K – – –
EI
828
Ellevest Inc
New York
$980K -$1.11M -5,994 -54%
FIA
829
Foundations Investment Advisors
Arizona
$979K -$7.59K -41 -0.8%
MWM
830
Meridian Wealth Management
Kentucky
$979K +$1.85K +10 +0.2%
CAG
831
Csenge Advisory Group
Florida
$977K -$47.2K -255 -5%
PG
832
Patten Group
Tennessee
$976K +$5.19K +28 +0.6%
BAM
833
Belpointe Asset Management
Nevada
$970K +$85.4K +461 +10%
SP
834
Symmetry Partners
Connecticut
$970K +$1.85K +10 +0.2%
TCM
835
Tassel Capital Management
North Carolina
$969K -$72.8K -393 -7%
AAS
836
Annex Advisory Services
Wisconsin
$968K +$24.1K +130 +3%
EWA
837
Elevate Wealth Advisory
Georgia
$966K -$184K -995 -17%
FMI
838
F/M Investments
District of Columbia
$957K -$139K -749 -13%
BFA
839
Beaumont Financial Advisors
Massachusetts
$956K -$6.67K -36 -0.7%
PFG
840
Pacific Financial Group
Washington
$955K -$5K -27 -0.5%
ATC
841
Adirondack Trust Company
New York
$952K – – –
LI
842
LRI Investments
Florida
$951K -$458K -2,473 -34%
CAMG
843
CWA Asset Management Group
Florida
$947K +$484K +2,613 +115%
TWP
844
TFO Wealth Partners
Ohio
$935K – – –
HH
845
Hilltop Holdings
Texas
$935K +$85.9K +464 +11%
1IA
846
1834 Investment Advisors
Wisconsin
$930K +$185 +1 +0%
ANBT
847
American National Bank & Trust
Texas
$926K +$66.3K +358 +8%
UB
848
Umpqua Bank
Oregon
$923K -$27K -146 -3%
JSSH
849
J. Safra Sarasin Holding
$922K +$882K +4,764 New
HSWS
850
Higgins & Schmidt Wealth Strategies
Colorado
$921K +$878K +4,741 New
32 33
34
35 36