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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
BEAM
851
Baker Ellis Asset Management
Washington
$165K – – –
CG
852
Cutler Group
California
$164K -$1.41M -11,300 -87%
PCIA
853
Prime Capital Investment Advisors
Kansas
$163K +$205K +1,647 New
AIC
854
Archer Investment Corporation
Indiana
$161K -$221K -1,771 -52%
FHA
855
Flagship Harbor Advisors
Massachusetts
$155K – – –
PCA
856
Providence Capital Advisors
North Carolina
$155K – – –
GSWM
857
Golden State Wealth Management
California
$150K +$189K +1,516 New
CF
858
Centaurus Financial
California
$145K +$46.1K +370 +34%
AIA
859
Armor Investment Advisors
North Carolina
$142K – – –
FPFS
860
First Personal Financial Services
North Carolina
$142K – – –
EP
861
Eudaimonia Partners
Tennessee
$139K – – –
BAM
862
Belpointe Asset Management
Nevada
$139K +$38.3K +307 +28%
BC
863
Bartlett & Co
Ohio
$131K +$164K +1,317 New
BCWM
864
Bartlett & Co Wealth Management
Ohio
$131K -$76.8K -616 -32%
MG
865
MilWealth Group
Wisconsin
$130K – – –
CCA
866
Column Capital Advisors
Indiana
$122K -$436K -3,502 -74%
LC
867
Lindbrook Capital
California
$122K +$19.4K +156 +15%
RFA
868
Reilly Financial Advisors
California
$121K +$1.62K +13 +1%
AIM
869
Arcadia Investment Management
Michigan
$119K +$150K +1,200 New
JGIA
870
Jackson Grant Investment Advisers
Connecticut
$112K +$1.25K +10 +0.9%
IBOK
871
Independence Bank of Kentucky
Kentucky
$111K – – –
CWM
872
Cranbrook Wealth Management
Michigan
$110K – – –
MPCG
873
Matrix Private Capital Group
New York
$109K -$71.9K -577 -34%
BFC
874
Bedel Financial Consulting
Indiana
$109K – – –
WCM
875
Wealthcare Capital Management
Virginia
$107K -$203K -1,629 -60%
33 34
35
36 37