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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
851
Aspire Private Capital
North Carolina
$165K -$3.37K -27 -2%
BEAM
852
Baker Ellis Asset Management
Washington
$165K – – –
CG
853
Cutler Group
California
$164K -$1.41M -11,300 -87%
PCIA
854
Prime Capital Investment Advisors
Kansas
$163K +$205K +1,647 New
AIC
855
Archer Investment Corporation
Indiana
$161K -$221K -1,771 -52%
FHA
856
Flagship Harbor Advisors
Massachusetts
$155K – – –
PCA
857
Providence Capital Advisors
North Carolina
$155K – – –
GSWM
858
Golden State Wealth Management
California
$150K +$189K +1,516 New
CF
859
Centaurus Financial
California
$145K +$46.1K +370 +34%
AIA
860
Armor Investment Advisors
North Carolina
$142K – – –
FPFS
861
First Personal Financial Services
North Carolina
$142K – – –
EP
862
Eudaimonia Partners
Tennessee
$139K – – –
BAM
863
Belpointe Asset Management
Nevada
$139K +$38.3K +307 +28%
BC
864
Bartlett & Co
Ohio
$131K +$164K +1,317 New
BCWM
865
Bartlett & Co Wealth Management
Ohio
$131K -$76.8K -616 -32%
MG
866
MilWealth Group
Wisconsin
$130K – – –
CCA
867
Column Capital Advisors
Indiana
$122K -$436K -3,502 -74%
LC
868
Lindbrook Capital
California
$122K +$19.4K +156 +15%
RFA
869
Reilly Financial Advisors
California
$121K +$1.62K +13 +1%
AIM
870
Arcadia Investment Management
Michigan
$119K +$150K +1,200 New
JGIA
871
Jackson Grant Investment Advisers
Connecticut
$112K +$1.25K +10 +0.9%
IBOK
872
Independence Bank of Kentucky
Kentucky
$111K – – –
CWM
873
Cranbrook Wealth Management
Michigan
$110K – – –
MPCG
874
Matrix Private Capital Group
New York
$109K -$71.9K -577 -34%
BFC
875
Bedel Financial Consulting
Indiana
$109K – – –
33 34
35
36 37