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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
826
Sendero Wealth Management
Texas
$1.22M – – –
SFGM
827
Stonebridge Financial Group (Missouri)
Missouri
$1.22M +$1.97K +9 +0.2%
WA
828
Walsh & Associates
Florida
$1.21M -$46.9K -214 -4%
NAMI
829
Nomura Asset Management International
Pennsylvania
$1.21M +$1.24M +5,668 New
CLIP
830
Colter Lewis Investment Partners
Connecticut
$1.21M +$1.24M +5,653 New
LOPW
831
Live Oak Private Wealth
North Carolina
$1.2M -$876 -4 -0.1%
SB
832
Strategic Blueprint
Georgia
$1.19M -$468K -2,135 -28%
IAG
833
Investment Advisory Group
Massachusetts
$1.19M -$104K -477 -8%
FPCP
834
Fort Point Capital Partners
California
$1.19M +$3.94K +18 +0.3%
DAS
835
Daybright Advisory Services
Florida
$1.19M +$208K +950 +21%
MA
836
MONECO Advisors
Connecticut
$1.19M +$1.09K +5 +0.1%
EW
837
Elyxium Wealth
California
$1.18M +$630K +2,876 +108%
WB
838
WesBanco Bank
West Virginia
$1.18M -$1.09K -5 -0.1%
JCM
839
Jacobi Capital Management
Pennsylvania
$1.17M -$52.6K -240 -4%
FFA
840
First Foundation Advisors
California
$1.17M +$65.5K +299 +6%
BS
841
BCI Securities
Florida
$1.17M – – –
CFS
842
CRA Financial Services
New Jersey
$1.17M +$35.9K +164 +3%
PGWM
843
Parisi Gray Wealth Management
New Jersey
$1.16M -$14.9K -68 -1%
ECM
844
Evergreen Capital Management
Washington
$1.16M -$127K -578 -10%
GSEP
845
Golden State Equity Partners
California
$1.16M +$674K +3,078 +132%
TWA
846
TCI Wealth Advisors
Arizona
$1.15M -$20.6K -94 -2%
BA
847
Blueline Advisors
New Hampshire
$1.15M – – –
VF
848
Vawter Financial
Ohio
$1.15M – – –
FPW
849
Fairvoy Private Wealth
Alabama
$1.15M -$98.1K -448 -8%
BA
850
Bridgewater Advisors
New York
$1.15M +$16K +73 +2%
32 33
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35 36