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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
851
Claraphi Advisory Network
United States
$651K +$346K +2,312 +117%
EWM
852
Echo Wealth Management
Minnesota
$651K -$312K -2,084 -34%
CPA
853
Capital Planning Advisors
California
$650K -$69.5K -464 -10%
MIAS
854
Mason Investment Advisory Services
Virginia
$646K +$32K +214 +5%
NL
855
NVWM LLC
Pennsylvania
$643K – – –
LWA
856
LWS Wealth Advisors
New Jersey
$643K -$31.9K -213 -5%
TCA
857
Transcend Capital Advisors
New Jersey
$641K +$215K +1,433 +51%
PWMAG
858
Pinnacle Wealth Management Advisory Group
New Jersey
$637K – – –
AFA
859
Alpha Financial Advisors
North Carolina
$637K +$628K +4,197 New
BOH
860
Bank of Hawaii
Hawaii
$635K -$419K -2,797 -40%
AFG
861
AFS Financial Group
Maryland
$633K +$625K +4,174 New
BA
862
Ballew Advisors
Mississippi
$629K -$14.8K -99 -2%
PIFP
863
Partners in Financial Planning
Virginia
$629K – – –
KF
864
Krilogy Financial
Missouri
$628K +$122K +814 +24%
AA
865
Aire Advisors
California
$628K -$46.6K -311 -7%
ACA
866
Aptus Capital Advisors
Alabama
$626K -$37.6K -251 -6%
FPTW
867
Franklin, Parlapiano, Turner & Welch
Texas
$624K – – –
HWM
868
Hemington Wealth Management
Virginia
$623K – – –
AT
869
Arden Trust
Delaware
$623K -$3.89K -26 -0.6%
TWA
870
Talisman Wealth Advisors
New Jersey
$622K +$614K +4,099 New
CIAS
871
Capital Investment Advisory Services
North Carolina
$621K +$46.3K +309 +8%
JF
872
JSF Financial
California
$620K +$898 +6 +0.1%
IFWM
873
Institute for Wealth Management
Colorado
$620K -$19K -127 -3%
NWM
874
NEIRG Wealth Management
Massachusetts
$619K +$2.1K +14 +0.3%
SIM
875
SSI Investment Management
California
$618K – – –
33 34
35
36 37