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iShares Russell 1000 Value ETF
IWD

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
851
CRA Financial Services
New Jersey
$919K +$1.3K +7 +0.1%
CWA
852
Canvas Wealth Advisors
Kansas
$918K +$249K +1,345 +41%
BWL
853
Bogart Wealth LLC
Virginia
$913K -$17.8K -96 -2%
LT
854
Legacy Trust
Michigan
$912K – – –
CWM
855
Connecticut Wealth Management
Connecticut
$910K – – –
WWM
856
Woodside Wealth Management
Massachusetts
$906K – – –
LAM
857
Lakewood Asset Management
Illinois
$903K -$71.5K -386 -8%
CCM
858
Coldstream Capital Management
Washington
$903K -$199K -1,074 -19%
AF
859
Advisornet Financial
Minnesota
$902K +$80.2K +433 +10%
WCWM
860
Willow Creek Wealth Management
California
$900K – – –
JBA
861
Johnson Bixby & Associates
Washington
$900K -$171K -922 -17%
DC
862
Davenport & Co
Virginia
$899K -$83.7K -452 -9%
BA
863
Bridgewater Advisors
New York
$898K +$17.2K +93 +2%
MSFS
864
Main Street Financial Solutions
Pennsylvania
$893K +$308K +1,662 +57%
GPA
865
Guidance Point Advisors
Massachusetts
$891K +$3.7K +20 +0.4%
FBT
866
First Bank & Trust
South Dakota
$890K -$2.22K -12 -0.3%
VC
867
Veracity Capital
Georgia
$886K -$16.5K -89 -2%
QCM
868
QRG Capital Management
Illinois
$885K -$75.7K -409 -8%
WWP
869
Wise Wealth Partners
Arizona
$881K +$428K +2,311 +104%
RYIA
870
Roehl & Yi Investment Advisors
Oregon
$880K – – –
RIG
871
RiverFront Investment Group
Virginia
$878K +$103K +558 +14%
PMFA
872
Plante Moran Financial Advisors
Michigan
$876K -$118K -637 -12%
BFC
873
Bedel Financial Consulting
Indiana
$875K +$18.3K +99 +2%
WCFA
874
Walkner Condon Financial Advisors
Wisconsin
$873K +$11.5K +62 +1%
AWM
875
Accurate Wealth Management
Florida
$866K +$37K +200 +5%
33 34
35
36 37