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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
826
BSW Wealth Partners
Colorado
$1.05M – – –
DC
827
Davenport & Co
Virginia
$1.05M +$102K +515 +11%
CW
828
CreativeOne Wealth
Kansas
$1.05M -$354K -1,778 -26%
BF
829
Bonfire Financial
Colorado
$1.04M +$4.38K +22 +0.4%
HP
830
Holistic Planning
Texas
$1.04M -$52.1K -262 -5%
ECM
831
Evergreen Capital Management
Washington
$1.04M – – –
BFA
832
Brown Financial Advisory
Alabama
$1.03M -$6.96K -35 -0.7%
SCI
833
S&CO Inc
Massachusetts
$1.03M – – –
TCM
834
Tassel Capital Management
North Carolina
$1.02M +$4.38K +22 +0.4%
HWM
835
Hemington Wealth Management
Virginia
$1.02M -$8.36K -42 -0.8%
CCM
836
Coldstream Capital Management
Washington
$1.02M +$68.8K +346 +7%
PFG
837
Pacific Financial Group
Washington
$1.01M +$13.1K +66 +1%
BFA
838
Beaumont Financial Advisors
Massachusetts
$1.01M +$8.36K +42 +0.9%
HC
839
Hoese & Co
Minnesota
$1.01M -$19.9K -100 -2%
SP
840
Symmetry Partners
Connecticut
$1.01M -$8.16K -41 -0.8%
ATC
841
Adirondack Trust Company
New York
$995K -$2.79K -14 -0.3%
EWA
842
Elevate Wealth Advisory
Georgia
$990K -$22.5K -113 -2%
PG
843
Patten Group
Tennessee
$989K -$32.4K -163 -3%
EFG
844
Embree Financial Group
Illinois
$987K -$172K -864 -15%
DWM
845
Dakota Wealth Management
Florida
$979K -$77.4K -389 -7%
UB
846
Umpqua Bank
Oregon
$977K +$15.1K +76 +2%
CGPCS
847
Capital Group Private Client Services
California
$973K +$103K +517 +12%
JSSH
848
J. Safra Sarasin Holding
$968K – – –
BFC
849
Bedel Financial Consulting
Indiana
$967K +$48.9K +246 +5%
WP
850
WealthShield Partners
North Carolina
$965K -$155K -779 -14%
32 33
34
35 36