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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
851
JP Wealth Management
South Carolina
$966K +$1M +5,216 New
AFG
852
Atomi Financial Group
New York
$957K -$83.1K -433 -8%
HP
853
Holistic Planning
Texas
$955K +$35.7K +186 +4%
IAG
854
Investmark Advisory Group
Connecticut
$953K +$1.73K +9 +0.2%
HWM
855
Hemington Wealth Management
Virginia
$953K +$192 +1 +0%
PPP
856
Private Portfolio Partners
New Jersey
$950K +$15.3K +80 +2%
AAP
857
Arax Advisory Partners
Colorado
$950K +$44.9K +234 +5%
LOPW
858
Live Oak Private Wealth
North Carolina
$950K -$14K -73 -1%
BFA
859
Brown Financial Advisory
Alabama
$947K -$17.3K -90 -2%
FI
860
Financial Insights
Washington
$941K – – –
OWA
861
Opal Wealth Advisors
New York
$940K +$973K +5,075 New
PMFA
862
Plante Moran Financial Advisors
Michigan
$938K -$19.2K -100 -2%
SCI
863
S&CO Inc
Massachusetts
$934K – – –
BF
864
Bonfire Financial
Colorado
$934K +$968K +5,045 New
RYIA
865
Roehl & Yi Investment Advisors
Oregon
$934K +$968K +5,044 New
B
866
Bailard
California
$934K +$20.9K +109 +2%
SGCA
867
Steel Grove Capital Advisors
Tennessee
$930K +$964K +5,025 New
SP
868
Symmetry Partners
Connecticut
$928K +$111K +579 +13%
PIA
869
Perennial Investment Advisors
California
$927K +$261K +1,361 +37%
PG
870
Patten Group
Tennessee
$927K -$115K -601 -11%
AIP
871
Alexis Investment Partners
Texas
$926K +$960K +5,004 New
MWM
872
Meridian Wealth Management
Kentucky
$923K -$9.21K -48 -1%
IPW
873
Intergy Private Wealth
Colorado
$919K +$953K +4,966 New
BFA
874
Beaumont Financial Advisors
Massachusetts
$917K -$10.2K -53 -1%
CWM
875
Calamos Wealth Management
Illinois
$896K – – –
33 34
35
36 37