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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
851
Waterfront Wealth
Kansas
$496K – – –
COCM
852
Charter Oak Capital Management
New Hampshire
$496K +$312K +2,075 +132%
WIM
853
WealthPlan Investment Management
Nebraska
$495K +$483K +3,215 New
FGG
854
Financial Guidance Group
Florida
$494K -$4.51K -30 -0.8%
BWP
855
Balboa Wealth Partners
Arizona
$492K +$543K +3,615 New
MFG
856
MidWestOne Financial Group
Iowa
$490K -$2.4K -16 -0.4%
PG
857
Patten Group
Tennessee
$489K +$62.2K +414 +13%
CA
858
Continuum Advisory
Idaho
$486K +$537K +3,574 New
OWA
859
One Wealth Advisors
California
$484K +$27K +180 +5%
BCM
860
Bourgeon Capital Management
Connecticut
$480K – – –
LSPW
861
Lake Street Private Wealth
Illinois
$479K -$751 -5 -0.1%
RIM
862
Rockbridge Investment Management
New York
$477K +$57.4K +382 +12%
AWA
863
Aaron Wealth Advisors
Illinois
$477K -$78.3K -521 -13%
HCA
864
Heck Capital Advisors
Wisconsin
$475K -$30.1K -200 -5%
MWAM
865
Manhattan West Asset Management
California
$471K – – –
WAM
866
Weatherly Asset Management
California
$468K – – –
AA
867
Auxano Advisors
Washington
$468K +$517K +3,442 New
SFP
868
Strategic Financial Partners
Oregon
$464K -$257K -1,713 -33%
OR
869
Olympiad Research
Connecticut
$462K -$930K -6,187 -65%
TC
870
Titleist Capital
Texas
$460K +$150 +1 +0%
CCM
871
Covington Capital Management
California
$457K – – –
GWS
872
Glassman Wealth Services
Virginia
$454K – – –
BWP
873
BSW Wealth Partners
Colorado
$454K +$501K +3,336 New
BAM
874
Belpointe Asset Management
Nevada
$453K -$172K -1,143 -26%
KF
875
Krilogy Financial
Missouri
$453K -$9.02K -60 -2%
33 34
35
36 37