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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
851
Leavell Investment Management
Alabama
$323K +$11.7K +89 +4%
SBL
852
Sargent Bickham Lagudis
Colorado
$322K +$1.71K +13 +0.6%
DWM
853
Destination Wealth Management
California
$321K – – –
SYBT
854
Stock Yards Bank & Trust
Kentucky
$320K +$33K +250 +12%
BHBT
855
Burke & Herbert Bank & Trust
Virginia
$317K +$306K +2,324 New
EFS
856
Essex Financial Services
Connecticut
$314K -$3.03K -23 -1%
AWM
857
Avondale Wealth Management
Texas
$310K – – –
MWM
858
Meridian Wealth Management
Kentucky
$310K +$9.62K +73 +3%
AF
859
Allworth Financial
California
$310K +$73.5K +558 +33%
BCA
860
Bay Colony Advisors
Massachusetts
$307K +$293K +2,225 New
PWM
861
PBMares Wealth Management
Virginia
$301K +$290K +2,203 New
GSIS
862
Global Strategic Investment Solutions
Arizona
$300K +$132 +1 +0%
NC
863
NovaPoint Capital
Georgia
$295K +$285K +2,164 New
KWA
864
KCS Wealth Advisory
California
$294K – – –
WA
865
WealthTrust Axiom
Pennsylvania
$294K – – –
SW
866
SkyOak Wealth
Michigan
$293K +$283K +2,150 New
EIP
867
Ellis Investment Partners
Pennsylvania
$291K +$1.05K +8 +0.4%
EI
868
Ellevest Inc
New York
$290K – – –
GC
869
Gibson Capital
Pennsylvania
$290K – – –
VCP
870
Verus Capital Partners
Arizona
$288K +$279K +2,113 New
KC
871
Kingfisher Capital
North Carolina
$286K +$4.09K +31 +2%
GC
872
GFG Capital
Florida
$286K +$276K +2,093 New
CHC
873
City Holding Co
West Virginia
$285K -$7.51K -57 -3%
NGA
874
Naples Global Advisors
Florida
$285K +$7.51K +57 +3%
FA
875
Financial Advisors
Massachusetts
$282K – – –
33 34
35
36 37